Sarah Karp Charles
Investment adviser representative at Sanctuary Financial Planning, LLC
15 yearsExperience
3 statesRegistered in
$102.2MFirm assets
Under 1 yearFirm in business
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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
15 years in the industry.
- Sanctuary Financial Planning, LLCJun 2023 to now
- Forvis Wealth Advisors LLCJun 2022 to Jun 2023
- Dhg Wealth AdvisorsNov 2011 to Jun 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2008
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
- 5461219
- Firm CRD
- 325857