James Gregory Charles
Investment adviser representative at Sanctuary Financial Planning, LLC
18 yearsExperience
3 statesRegistered in
CFP® certification, CFADesignations
$102.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
HourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Sanctuary Financial Planning, LLCMar 2023 to now
- N/aAug 2021 to Mar 2023
- Dimensional Fund Advisors LPAug 2008 to Aug 2021
Designations
- CFP® certification
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law1993
- Series 63 · Uniform Securities Agent State Law2000
State registrations
Registered as an investment adviser representative in 3 states (CA, NC, TX).
Sanctuary Financial Planning, LLC
$102.2MAssets managed
44Clients
3Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1785950
- Firm CRD
- 325857