Sweetgrass Financial Planning Revenue

Financial Services • Mount Pleasant, South Carolina, United States • 1-10 Employees

Sweetgrass Financial Planning revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$273,776
Total funding	No funding

Key Contact at Sweetgrass Financial Planning

Daniel Patterson

Owner

Company overview

Headquarters	1516 Nantahala Blvd, Mount Pleasant, South Carolina 29464, US
Phone number	+18436080231
Website	sweetgrassfp.com
NAICS	52
SIC	628
Founded	2017
Employees	1-10

Sweetgrass Financial Planning Email Formats

Sweetgrass Financial Planning uses 1 email format. The most common is {first initial} (e.g., j@sweetgrassfp.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@sweetgrassfp.com	100%

About 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 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.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Sweetgrass Financial Planning has never raised funding before.

Frequently asked questions

Sweetgrass Financial Planning is located in Mount Pleasant, South Carolina, US.

You can reach Sweetgrass Financial Planning at +18436080231.

Sweetgrass Financial Planning generates an estimated annual revenue of $85,555. This revenue figure reflects the company's market position and business performance in its industry.

Sweetgrass Financial Planning has an estimated valuation of $273,776. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Sweetgrass Financial Planning was founded in 2017, making it 9 years old. The company has established itself as a significant player in its industry over this time.

Sweetgrass Financial Planning has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Sweetgrass Financial Planning

Daniel Patterson

Owner

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