Sweetgrass Financial Planning
Financial Services, 1516 Nantahala BLVD, Mount Pleasant, South Carolina, 29464, United States, 1-10 Employees
Who is SWEETGRASS FINANCIAL PLANNING
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 plan...
Read More
-
Headquarters: 1516 Nantahala BLVD, Mount Pleasant, South Carolina, 29464, United States
-
Date Founded: 2017
-
Employees: 1-10
-
Revenue: Under $1 Million
-
Active Tech Stack: See technologies
Industry: Financial Services
SIC Code: 6282
|
NAICS Code: 523940 |
Show More
Does something look wrong? Fix it. | View contact records from SWEETGRASS FINANCIAL PLANNING
Email
Phone
Sign in to CIENCE GO Data to uncover contact details
Free credits every month
Frequently Asked Questions Regarding Sweetgrass Financial Planning
Answer: Sweetgrass Financial Planning's headquarters are located at 1516 Nantahala BLVD, Mount Pleasant, South Carolina, 29464, United States
Answer: Sweetgrass Financial Planning's official website is https://sweetgrassfp.com
Answer: Sweetgrass Financial Planning's revenue is Under $1 Million
Answer: Sweetgrass Financial Planning's SIC: 6282
Answer: Sweetgrass Financial Planning's NAICS: 523940
Answer: Sweetgrass Financial Planning has 1-10 employees
Answer: Sweetgrass Financial Planning is in Financial Services
Answer: Sweetgrass Financial Planning contact info: Phone number: Website: https://sweetgrassfp.com
Answer: 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.
Premium Sales Data for Prospecting
-
Sales data across over 200M records
-
Up-to-date records (less decayed data)
-
Accurate Email Lists (real-world tested)
-
Powerful search engine and intuitive interface
Get Full Access
Sign in to CIENCE GO Data to uncover contact details
Free credits every month