# Christopher Jones

> Christopher Jones is a fee-only financial advisor at Sparrow Wealth Management in Orlando, Florida. Christopher charges a percentage of assets and an ongoing planning fee (ongoing planning from $3,000 a year and 0.75% a year on the first tier of assets managed) and focuses on tax planning and retirement planning.

Page: https://find.wellspent.co/advisors/christopher-jones-4549249/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Sparrow Wealth Management
- **Based in:** Orlando, Florida
- **Fee model:** Percentage of assets; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $3,000 a year; 0.75% a year on the first tier of assets managed; no asset minimum
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $135.2M across 224 accounts
- **Specialties:** Tax planning, Retirement planning
- **CRD:** 4549249 (https://adviserinfo.sec.gov/individual/summary/4549249)
- **SEC registration:** Investment adviser representative in CA, FL, TX
- **Exams passed:** Series 65 (2000)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.sparrowwealth.com/

## Frequently asked questions

### Is Christopher Jones a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Christopher holds no broker registration, and Sparrow Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Christopher charge for financial advice?

Christopher charges a percentage of assets and an ongoing planning fee.

### How much does Christopher charge?

According to Sparrow Wealth Management's website, checked October 30, 2026: ongoing planning from $3,000 a year; 0.75% a year on the first tier of assets managed; no asset minimum.

### Does Christopher work with clients virtually?

Yes. Sparrow Wealth Management says on its website that it works with clients remotely.

### Where is Christopher Jones based?

Christopher Jones is based in Orlando, Florida.

### What does Christopher specialize in?

Christopher's specialties include tax planning and retirement planning.

### Is Christopher Jones registered with the SEC?

Yes. Christopher Jones is registered as an investment adviser representative in CA, FL and TX (CRD 4549249), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Sparrow Wealth Management manage?

Sparrow Wealth Management reports $135.2M across 224 accounts in assets under management.

### How do I contact Christopher Jones?

Through Christopher's website, www.sparrowwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4549249): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.sparrowwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.