Sweetgrass Financial Planning, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$500/hr

“This rate ranges between $250 and $500 per hour, depending on complexity.”

Flat or project fee

$1,000⁠-⁠$4,000

“Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $1000 - $4000 and can either be a one-time planning engagement or an ongoing Comprehensive Financial Planning engagement.”

Monthly fee

$400/mo

“​ Base Monthly Planning Fee: $400 9”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Sweetgrass Financial Planning, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”
• “For clients that elect an ongoing Comprehensive Financial Planning, a financial planning fee is paid monthly, in arrears, of $250-$800 and is based on the complexity and individual needs of the client.”

How Sweetgrass Financial Planning, LLC’s fees compare

• Its hourly rate of $250-$500 is above the South Carolina median of $250. 83% of the 69 other South Carolina planners that publish an hourly rate charge less.
• 2 of the 2 other planners in Mt. Pleasant that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$4,000 spans the South Carolina median of $3,000. 37% of the 65 other South Carolina planners that publish a flat or project fee charge less.
• None of the 2 other planners in Mt. Pleasant that publish a flat or project fee charge less.

About Sweetgrass Financial Planning, LLC

• Principal: Daniel Patterson
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2017 (9 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.2% a year

Clients

25

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops

Assets managed

$7,649,380

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

289291

Website

sweetgrassfp.com (opens in new tab)

Phone

(843) 608-0231

Other planners in Mt. Pleasant that publish fees

• Ascension Wealth Advisors, LLCMt. Pleasant$165/hr, $2,500
• Headland CapitalMt. Pleasant$1,500⁠-⁠$40,000
• JP Wealth Management, Inc.Mt. Pleasant$200/hr
• 133 LegacyCampobello$10,000
• A To Z Asset Advisors, LLCAiken$250/hr, $250
• Abacus Planning Group, Inc.Columbia$8,000⁠-⁠$200,000

Compare all 11 planners in Mt. Pleasant