Spark Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$15,306,228
Total clients
26
23% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
13
Average account size
$588,701
Client services
Fee options
Limited Scope Financial Planning fixed fees range from $500 to $5,000; estate planning fees from $350 to $1,500
Under $500,000 - $500,000: $5,000 flat fee $500,001 - $2,000,000: 1.00% annually Over $2,000,000+: 0.80% annually
Minimum fee: $5,000 annually for accounts under $500,000 Fee-only: Fixed fees for financial planning ($500 - $5,000), ongoing monthly planning fees ($300 - $1,000/month), and estate planning fees ($350 - $1,500)
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Spark Wealth Advisors
Jacksonville FL, United States
Number of offices
1
Forms ADV
Quick links
Advisors at this firm
Jake S
CFP®
Jacksonville, FL
Spark Wealth Advisors
Hey! I'm Jake, Financial Planner and co-founder of Spark Wealth Advisors. I started Spark to deliver financial advice the best way I know how, free from constraints and biases that come with working for large corporate firms. As a gay man, I strive to enhance the financial lives of other gay men who may be hesitant to work with a financial professional out of fear of judgement, or not being comfortable sharing aspects of their personal lives that true financial planning requires. My firm is fee-only and I act as a fiduciary, always putting clients' interests before my own.
Christopher J
Series 65, Series 66
Jacksonville, FL
Spark Wealth Advisors
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