Jim Charles, CFA, CFP®, CDFA®
Worry less. Live more.
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Sanctuary Financial Planning
Jim Charles, CFA, CFP®, CDFA®
Charlotte, NC
Serving Clients Nationwide
Worry less. Live more.
5 out of 5 Stars
Jump to Reviews
Areas of Focus
- Financial Life Planning
- Investing
- Owning a Business
- Retirement Planning
- Taxes
About Jim Charles, CFA, CFP®, CDFA®
You’ve spent your career building your wealth—but now, you want retirement to be about more than money. You want purpose.I’m Jim Charles, a fiduciary financial advisor specializing in retirement income planning, tax strategy, and investment management. I guide clients nationwide through the transition from work to what’s next, helping them create sustainable income, optimize Social Security timing, and design tax-aware decumulation plans that align with their goals.
I’m Jim Charles, and I guide people through that transition. After earning a Master’s in Financial Planning, I spent over 30 years advising individuals and institutions—ultimately leading the North American institutional group at Dimensional Fund Advisors, where I worked with some of the world’s largest investors.
In 2021, I stepped away, thinking I was ready for my own next chapter. But I quickly discovered that a life without purpose felt hollow. That “failed retirement” taught me firsthand that a great retirement plan isn’t just about numbers—it’s about meaning.
In 2023, I co-founded Sanctuary Financial Planning with my wife, Sarah, to create the kind of advisory relationship I wish more people had—transparent, advice-first, and free from commissions or asset-based fees (AUM).
I believe in simplicity—in investments, in planning, and in decision-making. My passion is helping people cut through the noise, strip away unnecessary complexity, and focus on what truly matters. That might mean creating a sustainable retirement income stream, optimizing Social Security timing, navigating concentrated stock positions, or building a clear, actionable decumulation strategy.
Clients who work with me find a calm, disciplined approach that turns the complex into the clear. You’ll articulate your goals, we’ll design a plan that reflects your values and stage of life, and together, we’ll implement it with confidence. You’re in the driver’s seat—I’m your guide.
Five things you won’t find in my bio:
🔷 I’m an identical twin ...
🔷 ... and grandad to two beautiful, twin (fraternal) granddaughters, Lennon and Callie
🔷 If I wasn’t a financial advisor I’d probably be a horse trainer (I grew up training and showing Saddlebreds)
🔷 My greatest source of joy has come from being dad to daughter, Kelsey
🔷 I love jazz music (especially Pat Metheny), the sunrise on Kiawah Island, SC (our happy place), and I take inspiration from all those who have given me opportunities along the way.
Professional Designations
- Certified Divorce Financial Analyst (CDFA)
- CERTIFIED FINANCIAL PLANNER ®
- Chartered Financial Analyst (CFA)
- Master of Science in Financial Planning (MSFP)
Affiliations
-
CFA Institute
- CFP Board
- XY Planning Network
- CFP Board
Primary Location
Charlotte, North Carolina
Video
Meeting Options
- Video Conference
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Hourly Rate
- Offers Advice-Only Services
- One-time Financial Plan
- Package Offers
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button above to learn more about Sanctuary and how we work with clients. This 15-minute, complimentary Inquiry Call is a chance to mutually determine if the services we provide are a fit for your needs. I look forward to speaking with you.About Sanctuary Financial Planning
Sanctuary Financial Planning was built on a simple belief: financial advice should be transparent, tailored, and truly in the client’s best interest. Based in Charlotte, NC, and serving clients nationwide, we offer flat-fee and hourly financial planning, along with flat-fee investment management, for people who want clear guidance without commissions, asset-based fees (AUM), or sales agendas.Co-founded by husband-and-wife team Jim Charles, CFA®, CFP®, CDFA®, and Sarah Charles, CSRIC®, AIF®, Sanctuary combines over six decades of experience—from working with some of the world’s largest institutional investors to guiding individuals through life’s most important financial transitions.
Jim’s own “failed retirement” in 2021 inspired the firm’s mission: to help clients approach retirement—and life beyond work—with both financial security and personal meaning. Whether you need a full retirement income plan, guidance on complex tax strategies, or a thinking partner for your next big decision, Sanctuary meets you where you are.
We’ve helped retirees, executives, business owners, and self-directed investors turn uncertainty into clarity. No matter your stage of life, you set the vision—we help you create the plan to achieve it.
Education
Master of Science, Personal Financial Planning, Georgia State University | BSBA Marketing, Ohio State University, Fisher College of Business
Hobbies and Interests
- Beach
- Cars
- Cycling
- Exercising
- Family
- Gardening
- Hiking
- Horseback Riding
- Music
- Reading
- Traveling
- Volunteering
- Walking
- Wine
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Couples
- Divorce
- DIY Investors
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Gen Y / Millennials
- Gen Z
- Living in Retirement
- Women in Transition
- Women Professionals
- Women’s Finance
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
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Extremely Knowledgable - Appreciated the thoughtful and valuable advice given as part of our "Financial Checkup"
✅ Wealthtender Certified Advisor Review™
Aug 11, 2025
We initially came to Sarah and Jim for a second opinion on our retirement plan, with a specific focus on getting guidance on a Roth conversion.
What truly differentiated them was their fee-only structure. We loved the "buffet style" approach, which allowed us to pick and choose exactly what we wanted to cover. The fee had nothing to do with the amount of assets we had, which we found refreshing.
As DIY investors, we manage our own portfolio, but we sought expert advice on our strategy. Working with Sarah and Jim was an absolute pleasure. They are both incredibly knowledgeable and gave us the confidence and clarity we needed to move forward with our plan.
We highly recommend their service for anyone looking for a comprehensive check-up or specialized financial advice!
Relationship to Financial Advisor: Client as of Aug 11, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Financial Road Map with a Competent, Compassionate and Engaging Fiduciary Firm
✅ Wealthtender Certified Advisor Review™
Aug 7, 2025
We were referred to Sanctuary Financial Advisors, specifically Sarah and Jim, by my lifelong mentor and New York Times bestselling author, Dan Solin, known for “The Smartest Investor” book series. This referral has proven to be the most valuable advice we have ever received. From our initial consultation, we felt an immediate sense of trust and comfort working with them. Throughout the process, they have patiently educated us, about the various financial options and decisions we have made and/or may make in the future.
As we approach retirement in the coming years, Sarah and Jim have provided exceptional guidance, enhancing our confidence in our financial decisions and the savings we have accumulated. They have shown us a roadmap specifically looking at our situation. Their expertise spans fund distributions, tax implications, long-term care, and Medicare planning. As fiduciary financial planners, they demonstrate transparency in their fee structure and excel in clear, compassionate communication. Their ability to alleviate anxiety throughout the planning process has been invaluable.
In retrospect, we only wish we had engaged their services 35 years ago! We wholeheartedly recommend Sanctuary Financial Advisors to anyone seeking professional, trustworthy financial guidance.
Relationship to Financial Advisor: Client as of Aug 7, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Thoughtful, Transparent Financial Planning with Peace of Mind
✅ Wealthtender Certified Advisor Review™
Jul 28, 2025
We’ve been working with Sarah and Jim for the past year and couldn’t be happier with the experience. While we were pleased with our previous advisor, we were particularly drawn to Sarah and Jim’s approach and transparent fee model-and they’ve exceeded our expectations. Over the past year, they’ve helped us feel confident about our retirement plans, especially as one of us transitioned into semi-retirement this year. They have also guided us through several other milestones including securing long-term care insurance. Their thoughtful, personalized advice has brought peace of mind and excitement for the future. We look forward to continuing our work with them and highly recommend their services.
Relationship to Financial Advisor: Client as of Jul 28, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Happily Moving Forward
✅ Wealthtender Certified Advisor Review™
Jun 10, 2025
What a relief it was when Sarah and Jim assured me I’d be able to retire and “worry less.” Their financial planning approach is fully grounded in well-respected financial theory, as well as the expertise they have gained helping clients over many years. Their caring, interest and empathetic understanding of the ups and downs that take a person to their current circumstances is to be applauded. There are big changes to come for me over the next few years and I am so grateful Sanctuary Financial Planning can help me discover and weigh the options and happily move forward!
Relationship to Financial Advisor: Client as of Jun 10, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Gave us the confidence to pull the trigger on retirement!
✅ Wealthtender Certified Advisor Review™
Feb 5, 2025
We have been DIY financial planners for most of our 20 plus years together and felt we had a solid plan but before we pulled the trigger on retirement, wanted an outside look at our plan and suggestions on how to optimize. Jamie had been the primary planner, so for Kate it was a real affirmation that she really could retire at 55. Sarah and Jim spoke to both of us in simple terms when needed but also were willing to "geek out" about details. For Kate it provided great confidence and for Jamie it also raised some additional consideration about specific aspects of the plan. More generally, we are huge advocates of hourly or project based financial planning as it aligns our incentives with that of the advisors. We look forward to working with Sanctuary as needed for many years.
Relationship to Financial Advisor: Client as of Feb 5, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Sarah and Jim were great!
✅ Wealthtender Certified Advisor Review™
Dec 28, 2024
My husband and I used Sanctuary Financial Planning for our first financial planning experience - about 5 years after getting married and 2 years after our first child was born. We had two primary questions headed into financial planning: 1. Are we on track with our retirement savings? 2. As we consider purchasing a new home, what can we comfortably afford? Sarah and Jim helped us confidently answer both of those questions while also giving clear, simple recommendations for our investments, life insurance, will, etc.
Relationship to Financial Advisor: Client as of Dec 28, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Thank You, Sarah & Jim
✅ Wealthtender Certified Advisor Review™
Dec 18, 2024
Sarah and Jim were great to work with.
I've managed my finances and financial planning solo for the past 15 years. Sarah and Jim helped me understand my priorities and offered insights and guidance in a way that was specific and practical.
I highly recommend working with Sarah and Jim.
Relationship to Financial Advisor: Client as of Dec 18, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Made the Process Easy - Great to Work With
✅ Wealthtender Certified Advisor Review™
Nov 2, 2024
My husband and I were looking for a financial planning team that would be a trusted fiduciary and offer fair billing.
When you are planning retirement, it is important that your financial planners know your thoughts, dreams, resources and plans.
We met and worked together with Sarah and Jim Charles, Sanctuary Financial Planning. The fact that Jim and Sarah took the time to listen to our plans and helped guide us greatly eased the trepidations that we held about retirement planning.
We had long held frustrations with holdings that we were unsure of how to handle or even get a straight answer from the plan manager. Jim and Sarah provided us with details and support about what our options were and how we could proceed.
We are now in a much better frame of mind about our retirement plans.
Working with Jim and Sarah is a true pleasure, and we look forward to continuing as we move into actual retirement and beyond.
Relationship to Financial Advisor: Client as of Nov 2, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Sigh of Relief!
✅ Wealthtender Certified Advisor Review™
Jul 24, 2024
Transitioning from a managed-asset fee-based portfolio and very little or no contact from a team of brokers and sales associates, I decided to hear Jim and Sarah out on their philosophy of hourly based financial advice. All I have to say is I wish I had known this existed well before I started working with them. Jim and Sarah heard my concerns and frustrations about the lack of communication and guidance from my former brokers during the 10 plus years they "managed" my accounts including retirement, taxable and my small business. With my former brokers, there was no direction about preparing for retirement. With Jim and Sarah, I now have support and a clear path about what is needed to reach my retirement and business goals. Paying for financial advice on an hourly basis versus performance based fees makes more sense to me. Why would I EVER continue to pay brokers a fee whether I receive advice from them or not? My relationship with Sanctuary Financial Planning will be ever evolving and I feel them holding my hand every step of the way towards retirement. So much gratitude for the both of them!
Relationship to Financial Advisor: Client as of Jul 24, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
I wish I found them earlier!
✅ Wealthtender Certified Advisor Review™
Jul 8, 2024
I learned about the IRS Rule of 55 in my early 50’s and had been working with my assigned financial planner through my 403b plan (nonprofit version of 401k) to retire early (before the 59-½ allowable withdrawal without penalty). I was getting conflicting information from my assigned financial planner and the plan administrator, so I was unsure if I was making the best decisions for myself to begin withdrawing from my plan. It was scary to think about making a bad decision that could impact me negatively for a very long time.
After vetting several options, I began working with Sarah and Jim about 5 months prior to my selected retirement date. Their analysis made me feel confident I was making a sound decision! They recommended adjustments to my portfolio to minimize costs and maximize gains, helped me navigate some complexities around retiring with the Rule of 55, and helped me transition to the withdrawal stage. I am enjoying my days of freedom and believe I am on a sustainable path. I look forward to continuing my relationship to ensure my long-term success. My one regret is that I hadn’t found them earlier!
Note: I was initially scared off by the fees, until I learned in my vetting process how much I would be paying EVERY YEAR with other models. I am glad I took the time to understand the benefits of a fee only approach.
Relationship to Financial Advisor: Client as of Jul 8, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Comfort and Confidence in Planning!
✅ Wealthtender Certified Advisor Review™
Jun 3, 2024
My husband and I were overwhelmed and confused running a small business and figuring out how to plan and prepare for our personal futures. With the help of Jim and Sarah our anxieties were put at ease. They took the time to get to know our current reality, past history, personalities, comfort levels, and future goals without judgement. Armed with this personalized perspective, these skilled professionals devised a plan with prioritized goals. They then helped us work through our plan to completion. From beginning to end, their guidance has been well worth their fees, and we love that there are options for us to continue working with them as our lives, goals, and business grows. We now have confidence and focus all thanks to Sanctuary!! They have made a complicated and intimidating process easy and fluid. We highly recommend Sanctuary Financial planning for any size portfolio and need.
Relationship to Financial Advisor: Client as of Jun 3, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Very Positive Experience
✅ Wealthtender Certified Advisor Review™
May 25, 2024
I felt that I had financial planning and our portfolio mix in hand, but, following the accidental death of my brother, I realized that another opinion would be helpful, both as a check of my plans, and as financial input to my wife if something happens to me. A part of my previous reluctance to involve a professional in our finances comes from my distaste of advisory fees structured as a percent of assets. While I never searched for an advisor charging an hourly or fixed fee, all of the advisors that I was familiar with used the percent of assets fee structure. On the recommendation of our son, a former colleague of Jim's at Dimensional, I called Jim, understanding that his firm provides financial advice on an hourly or fixed fee basis. Jim and Sarah were able to meet with my wife and me a few days later. In that meeting, Jim and Sarah made preliminary suggestions that I had never considered. They were clearly skilled advisors. Following the meeting, I provided Jim statements of our accounts, and I input personal information into a secure template created for us and accessed through the Sanctuary website. In a few weeks, Jim provided a written narrative and charts with suggested ETFs and their portfolio percentages for each of our accounts. Jim followed with a videoconference attended by my wife and me. Again, we were impressed. I found that the changes Jim suggested were more aligned with our goals and risk tolerance than my own choices. Also, Jim proposed funds that were less expensive than some I had. My wife was completely comfortable with Jim and Sarah and their approach to financial advice, and she is relieved to know that she would have their help. We have scheduled reviews with Jim every six months. We highly recommend Jim and Sarah.
Relationship to Financial Advisor: Client as of May 25, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Exceptional Guidance on Roth Conversion and Investment Simplification by Jim and Sarah
✅ Wealthtender Certified Advisor Review™
May 21, 2024
I am incredibly grateful for the guidance and support that Jim and Sarah from Sanctuary Financial Planning provided to help me transition my mom away from a traditional AUM manager and simplify her financial plan. They did a fantastic job with her Roth conversion strategy, modeling the potential benefits of converting her traditional IRA to a Roth IRA.
Jim and Sarah also assisted in simplifying my mom's investment portfolio, recommending a few low fee ETFs instead of several individual stocks. Their commitment to being fee-only financial planners really stood out, providing assurance that their advice was solely in my mom's best interest.
Both planners were highly professional, patient, and insightful. They made sure all our questions were answered and left us feeling confident in the financial decisions made. I highly recommend Jim and Sarah to anyone seeking competent and trustworthy financial guidance.
Relationship to Financial Advisor: Client as of May 21, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Wonderful to work with!
✅ Wealthtender Certified Advisor Review™
May 21, 2024
Sarah and Jim were absolutely fantastic to work with. As fee only advisors, they clearly have your best financial interest in mind. There were a few things that were really helpful for us as we were working through some personal and professional decisions that required some deeper financial analysis. First, they helped us generate scenarios based on the different courses of action that we might take. That helped us make more informed decisions. Second, they helped us re-prioritize our financial goals based on OUR values, not everyone else says we should be doing. Not only was there advice helpful, clear, and actionable, they are also fun! You can't go wrong with Sanctuary.
Relationship to Financial Advisor: Client as of May 21, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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Get answers to frequently asked questions regarding the services offered by Jim Charles, CFA, CFP®, CDFA®
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FAQs
Is Jim Charles a fiduciary, fee-only, flat-fee financial planner?
Yes. Jim is a fiduciary financial planner who offers flat-fee financial planning and investment management—free from commissions and asset-based (AUM) fees. His advice is always in his clients’ best interest, without incentives to sell products or gather assets.
Can Jim Charles customize planning to a client’s needs—hourly, ongoing, or investment management?
Absolutely. Jim offers planning on the client’s terms, whether that means a one-time financial plan, ongoing planning, or flat-fee investment management. There are no asset minimums or long-term contracts—clients choose the level of support that’s right for them.
Does Jim Charles work with clients outside North Carolina?
Yes. While Jim is based in Charlotte, NC, he works virtually with clients across the United States.
Does Jim Charles specialize in working with people nearing or in retirement?
Yes. Jim focuses on helping clients turn retirement savings into a reliable income stream through strategies like sustainable withdrawal planning, Social Security timing, and investment allocation designed for life after work.
What is Jim Charles's approach to simplifying complex financial decisions?
Jim believes in simplicity. Whether it’s managing investments, designing a plan, or choosing withdrawal strategies, he cuts through noise and complexity so clients can make confident, informed decisions.
How does Jim Charles approach retirement income planning?
Jim uses a dynamic, guardrail-based approach that adapts to markets and life changes—turning assets into a “retirement paycheck” clients can rely on, with a focus on sustainability and peace of mind.
What is Advice-Only financial planning?
Advice-Only planning means delivering independent, unbiased advice without selling products or charging based on assets. Jim’s recommendations are always based solely on the client’s goals, not on his compensation.
Can Jim Charles help self-directed investors who want to keep control of their portfolios?
Yes. Many of Jim’s clients prefer to manage their own investments but want professional guidance on strategy, risk management, and aligning portfolios with life goals. He unbundles planning from investment management so clients keep full control.
Does Jim Charles manage investments, and how is it different from traditional AUM advisors?
Yes. Jim offers flat-fee investment management, where the fee is based on the scope of work—not the size of the portfolio. This eliminates the incentive to “gather assets” and ensures his focus is on the client’s best interest.
Does Jim Charles work with complex portfolios or unique investment challenges?
Yes. With decades of institutional investment experience—including designing efficient portfolios, developing disciplined investment strategies, and guiding major transitions—Jim applies the same level of rigor and insight to individual client portfolios that he once brought to some of the world’s largest investors.
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Wealthtender Awards
Jim Charles, CFA, CFP®, CDFA® received the 2025 Wealthtender Voice of the Client Highly Rated Advisor award.
