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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-19-2017
- Office Locations
- 1
Office Locations
About Sweetgrass Financial Planning, LLC
Sweetgrass Financial Planning is a fee-only, fiduciary RIA founded by CFP® Daniel Patterson, focused on busy professionals and their families in the wealth-accumulation stage. The firm delivers financial planning (including tax, estate, and insurance planning) and implements portfolios primarily with mutual funds and ETFs, with virtual or in-person meetings. Custody includes Charles Schwab and Betterment; Patterson has been featured in Business Insider and U.S. News.
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Owner & Executives
DANIEL LEWIS PATTERSON
Chief Compliance Officer, Owner
- CRD
- #5852280
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $7,649,380 | -- |
| Total | $7,649,380 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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