Guides › Financial Advisor Fees
Updated September 28, 2026. Quick answer: Yes, on your advisory account. Sanctuary Advisors, LLC (the SEC-registered investment adviser this page and its fee page are about) is registered with the SEC only as an investment adviser, so the Investment Advisers Act of 1940 requires it to act as your fiduciary there. Its Form CRS is a combined document shared with an affiliated broker-dealer, Sanctuary Securities, Inc., which is why its own legal-obligations language reads: “When we provide you with recommendations as your broker-dealer or act as your investment adviser, we have to act in your best interest and not put our interest ahead of yours.” That sentence covers the whole Sanctuary family; brokerage services, where only Regulation Best Interest applies, are provided through the separate Sanctuary Securities, Inc. entity, not through Sanctuary Advisors, LLC itself.
Fiduciary status at comparable advisory firms: Is Allworth Financial a Fiduciary? What Its Own Form CRS Says (2026) and Is Ally Invest Robo Portfolios a Fiduciary? What Its Own Form CRS Says (2026).
For a closer look at this firm: Sanctuary Wealth Minimum Investment.
How it’s registered
From Form CRS, Customer Relationship Summary, Sanctuary Wealth (November 2025): “Sanctuary Advisors, LLC is an SEC Registered Investment Adviser.”
The standard of conduct, in its own words
“When we provide you with recommendations as your broker-dealer or act as your investment adviser, we have to act in your best interest and not put our interest ahead of yours.”
On commissions: “Our financial professionals are paid asset-based fees and commissions which vary depending on your assets, the time and complexity of your financial situation, and the types of products used to meet your needs.”
Fiduciary status by capacity
| Capacity | Registration | Standard you’re owed | Can earn commissions | Source |
|---|---|---|---|---|
| As your investment adviser (most clients) | SEC-registered investment adviser | Fiduciary duty (Investment Advisers Act of 1940) | No (asset-based advisory fee: up to $13,750 a year, 2.75% on a $500,000 account, the published maximum, which the firm says is negotiable) | Form CRS, Customer Relationship Summary, Sanctuary Wealth, November 2025 |
| As a dually licensed representative (limited) | Also FINRA-registered broker-dealer representative, separate capacity | Regulation Best Interest (not a fiduciary duty) | Yes | Form CRS, Customer Relationship Summary, Sanctuary Wealth, November 2025 |
What this means for what you pay
Fiduciary status is one input, not the whole picture. Sanctuary Wealth discloses a published fee that runs up to $13,750 a year on a $500,000 account (the published maximum, which the firm says is negotiable); see the full dollar breakdown from Sanctuary Wealth’s own fee disclosure before deciding whether the standard of conduct here changes your answer.
If the answer above changes your mind about staying, see what it costs to leave Sanctuary Wealth, or read the general mechanics of switching financial advisors.
Compare your next step
Just comparing fees? Keep reading the fee guide.Optional next step
Explore an adviser match
Compare the services and the full fee before deciding whether to hire anyone.
- No fee to request a match
- No obligation to hire
Expect questions about your situation, your name, email and phone, and phone verification by text. A match is not guaranteed.
The form is run by Kapitalwise, our advisor-matching partner. Kapitalwise sends your details to advisers who pay for the introduction, so expect calls and texts. Clear Money Guide is paid when you submit the form, whether or not you ever hire anyone. This is free to you and there is no obligation to hire anyone.
Opens here. Nothing loads and nothing reaches Kapitalwise until you press the button.
How our partner relationships workCompare an adviser match before you decide
Ask about the full fee, what it covers and how the adviser is paid. A match is an introduction, not a recommendation from Clear Money Guide.
- Free matching service
- No obligation to hire
The matching service is run by WiserAdvisor, an independent advisor-matching company. It opens on their site, asks for your ZIP code and a few questions, and matches you with 2 to 3 vetted advisors. It is free to you. WiserAdvisor states the service is built for portfolios of $250,000 and above. By submitting, you consent to emails, phone calls and text messages from WiserAdvisor and up to three advisors, so expect to be contacted. Advisers pay for the introduction. Clear Money Guide is paid when you complete the form, whether or not you ever hire anyone. There is no obligation to hire anyone.
Continue to WiserAdvisorOpens on WiserAdvisor’s site in a new tab.
Source: WiserAdvisor’s service descriptionSources
- Form CRS, Customer Relationship Summary, Sanctuary Wealth (November 2025): https://reports.adviserinfo.sec.gov/crs/crs_226606.pdf
- SEC Investment Adviser Public Disclosure, Sanctuary Wealth (CRD #226606): https://adviserinfo.sec.gov/firm/summary/226606
- Sanctuary Wealth, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/226606/PDF/226606.pdf
Methodology. This page was built September 28, 2026, quoting directly from Sanctuary Wealth’s own current Form CRS, with the source linked above; any distinction we could not independently confirm this session is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice, and it is not a substitute for reading the firm’s own Form CRS. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
Comparing Sanctuary Wealth against other options? See Sanctuary Wealth alternatives, including a lower-fee full-service firm, a flat-fee route and a robo/hybrid.