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Sweetgrass Financial Planning

Sweetgrass Financial Planning was founded to make fee-only financial planning more accessible to younger professionals.

Financial Services
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Headquarters
Mount Pleasant, South Carolina, United StatesSource: RevenueBaseRetrieved October 13, 2026
Employee range
1 to 10Source: RevenueBaseRetrieved October 13, 2026
Founded
2017Source: RevenueBaseRetrieved October 13, 2026
Published list appearances
7 supported appearances ↗Source: RevenueBase lists
The company at a glance

What does Sweetgrass Financial Planning do?

The company describes its formation as providing an alternative to firms serving near-retirement high-net-worth individuals or operating on commissions. The company was formed to offer young professionals financial planning.

Based on the company’s public LinkedIn information, supplied through RevenueBase.

Who it serves

Sweetgrass Financial Planning focuses on younger professionals in their 20s, 30s, and 40s.

Explore the business in context

Company lists.

Supported appearances on published RevenueBase lists, including available memberships beyond displayed rankings.

Positions describe ordering within each source list. See how lists are built ↗

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BADGE PREVIEWSweetgrass Financial Planning listed #15 on Financial planning companies, September 18, 2026Open the published source list.
Sweetgrass Financial Planning

#15 Financial planning companies

Snapshot: September 18, 2026

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Company information

Sources & data notes.

RevenueBase prepared this profile from the company’s public LinkedIn information and RevenueBase company data. These source records were retrieved on October 13, 2026. AI helped summarize these sources, with a separate automated check against the source text completed on November 4, 2026. Directory positions use company-contact counts from separate saved list snapshots dated September 18, 2026, September 19, 2026, September 21, 2026 and September 29, 2026. How the company lists are built.

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