Spark Financial Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$115,811,162
Total clients
145
26% high-net worth
Total advisors
4
of 5 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
36
Average account size
$798,698
Client services
Fee options
Upfront Comprehensive Financial Planning fee $0 - $5,000 depending on complexity; additional flat-dollar upward adjustments $500-$5,000 for complexity
$0 - $1,000,000: 1.0% $1,000,001 - $5,000,000: 0.75% $5,000,001 - $7,000,000: 0.5% Above $7,000,001+: 0.25% $0 - $3,000,000: 0.50% of Plan assets (Employee Benefit Plan Services) $3,000,001 - $5,000,000: $15,000 plus 0.40% of Plan assets exceeding $3,000,000 (Employee Benefit Plan Services) $5,000,001 - $10,000,000: $23,000 plus 0.25% of Plan assets exceeding $5,000,000 (Employee Benefit Plan Services) $10,000,001+: $35,500 plus 0.10% of Plan assets exceeding $10,000,001 (Employee Benefit Plan Services)
Financial Planning hourly fee $300 per hour; Outsourced Financial Planning hourly fee $300 per hour for hours above monthly minimum
Minimum fee: Minimum annual fee of $3,000 for new Plan Sponsor clients for Employee Benefit Plan Services; $5,000 minimum annual fee for Wealth Management and Comprehensive Investment Management clients Fee-only: Financial Planning hourly rate of $300 per hour; Outsourced Financial Planning ongoing monthly fee $2,000-$5,000 plus additional hourly fees at $300/hour
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Spark Financial Advisors
7130 Glen Forest Drive, Suite 110
Richmond VA 23226, United States
Number of offices
2
Quick links
Advisors at this firm
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