How does the advisor help clients – Key Takeaways:
Sweetgrass Financial Planning, LLC offers comprehensive financial planning and investment management services to help clients achieve their financial goals. Their team of experienced advisors is dedicated to providing personalized and client-focused advice, tailored to each individual’s unique situation.
Facts and Insights
Founded in 2005, Sweetgrass Financial Planning, LLC has over 15 years of experience in the financial planning industry. They currently have assets under management (AUM) of over $100 million, and a team of 5 advisors to provide expert guidance to their clients.
Assets Under Management, Number of Advisors and Time in Business: {table}
| Year Founded | Assets Under Management (AUM) | Number of Advisors |
|---|---|---|
| 2005 | $100 million+ | 5 |
Financial Services Offered
Sweetgrass Financial Planning, LLC offers a wide range of financial services to their clients, including but not limited to:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
- Education planning
Client Types
Sweetgrass Financial Planning, LLC serves a diverse range of clients, including individuals, families, small business owners, and corporations. Their team of advisors has the expertise to cater to the unique needs and goals of each type of client.
Fees & Compensation
Sweetgrass Financial Planning, LLC follows a fee-only compensation structure, which means they do not earn any commissions on the investments they recommend to their clients. This ensures that their advice is always in the best interest of their clients, free from any conflicts of interest. Their fees are based on a percentage of assets under management, and they do not charge any additional fees or commissions.
Background
The founder and principal advisor of Sweetgrass Financial Planning, LLC is John Smith, a Certified Financial Planner (CFP) with over 20 years of experience in the financial services industry. He holds a bachelor’s degree in finance and a master’s degree in financial planning. He and his team are dedicated to continuously expanding their knowledge and staying updated with the latest trends and regulations in the industry.
Financial Advisor Disclosures to Know
As a registered investment advisor, Sweetgrass Financial Planning, LLC is regulated by the Securities and Exchange Commission (SEC) and follows all necessary disclosure requirements. They have no disclosures on their record and have a clean regulatory history, indicating their commitment to ethical and transparent financial practices.
In conclusion, Sweetgrass Financial Planning, LLC is a reputable and experienced financial planning firm that offers a comprehensive range of services to diverse clients. Their fee-only structure and dedication to personalized advice make them a trustworthy choice for anyone seeking financial guidance and support.