Where are Sweetgrass Financial Planning employees located globally?

Sweetgrass Financial Planning has employees across 1 continents and 1 countries including United States Of America.

How has Sweetgrass Financial Planning's team size changed over time?

Sweetgrass Financial Planning's team has remained stable from approximately 1 to 1 employees based on available data.

Sweetgrass Financial Planning Employee Directory

Financial ServicesSouth Carolina, United States0-1 Employees

Sweetgrass Financial Planning was founded in 2017 with the goal of making fee-only planning more accessible to younger professionals in their 20s, 30s, and 40s. Today, most financial planning firms mainly operate under one of two business models: 1.) Serving high net worth individuals that are approaching retirement, or 2.) Commission-based firms that make the majority of their money from selling clients high commission products; such as loaded mutual funds, various insurance policies, and high fee annuities. The first model is obviously not the most conducive to those that are still in the wealth accumulation phase of life. The second model is rife with conflicts of interest that many times leaves the client wondering if the particular products and services being recommended were made in the best interest of the client or the advisor. SFP was formed in order to provide a third option; where young professionals can receive the proper planning that they need without wondering if their advisor has ulterior motives for the advice being given.

Find Sweetgrass Financial Planning employees' phone numbers or email addresses

Sweetgrass Financial Planning Global Highlights

North America
1

United States Of America
1

Sweetgrass Financial Planning's Leadership

D. P.
Owner
Mobile Phone
Email

Sweetgrass Financial Planning Employee Metrics

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Accounting
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Contact profiles from Sweetgrass Financial Planning

Name

Title

Contact Info

Location

Last Update

D. P.
Owner
Mobile Phone
Email
United StatesSouth Carolina
Aug 10, 2025

Frequently Asked Questions

What is Sweetgrass Financial Planning known for?

Sweetgrass 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?

Sweetgrass 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?

Sweetgrass Financial Planning has approximately 1 employees as of February 2026. These team members are located across 1 continents, including North America.

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

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

Owner: D. P.

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