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Sweetgrass Financial Planning Employee Directory

Financial ServicesSouth Carolina, United States0-1 Employees

Sweetgrass Financial Planning is a financial services firm based in Mount Pleasant, South Carolina. Founded in 2017, it provides fee-only financial planning intended to be accessible to younger professionals in their 20s through 40s. The company positions itself as an alternative to the common models in the market, which typically serve high net worth clients nearing retirement or rely on commission-based product sales, seeking to minimize potential conflicts of interest in advice.

By emphasizing a fee-only approach, the firm targets individuals in the wealth-accumulation phase who may not be well served by traditional advisory structures. Its guidance focuses on objective planning rather than promoting specific products, within the broader context of the financial services industry.

Find Sweetgrass Financial Planning employees' phone numbers or email addresses

Sweetgrass Financial Planning Global Highlights

Location
Employees

North America
1

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  • United States Of America
    1

Sweetgrass Financial Planning's Leadership

  • Stylized image of a person
    D. P.
    Owner
    Phone icon
    Mobile Phone

Sweetgrass Financial Planning Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Sweetgrass Financial Planning

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. P.
    Owner
    Phone icon
    Mobile Phone
    United StatesNorth Carolina
    Apr 16, 2026

Frequently Asked Questions

What is Sweetgrass Financial Planning known for?

Minus sign iconPlus sign iconSweetgrass Financial Planning was founded in 2017 operates in the Financial Services industry. The company's main headquarters is located in 1516 Nantahala Boulevard Mount Pleasant, South Carolina 29464 United States. Explore Sweetgrass Financial Planning's company overview page for more information.

What is Sweetgrass Financial Planning's most common email format?

Minus sign iconPlus sign iconSweetgrass Financial Planning employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Sweetgrass Financial Planning email formats with LeadIQ.

How many employees does Sweetgrass Financial Planning have currently?

Minus sign iconPlus sign iconSweetgrass Financial Planning has approximately 1 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Sweetgrass Financial Planning's key employees and leadership?

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As of May 2026, Sweetgrass Financial Planning's key employees include:

  • Owner: D. P.

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