Christopher Jones
Sparrow Wealth Management · Orlando, Florida
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.
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Specialties
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 |
| Accepting new clients | Yes |
| Assets under management | $135.2M across 224 accounts |
| SEC registration | Investment adviser representative in CA, FL, TX · CRD 4549249 |
| Exams passed | Series 65 (2000) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.sparrowwealth.com |
| Profile |
How Christopher's firm compares
- Ongoing planning starts at $3,000 a year, below the Florida median of $4,200 for fee-only firms that publish prices.
- Sparrow Wealth Management's average account is about $604,000, from its Form ADV (assets managed divided by 224 accounts).
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Questions about Christopher
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Sparrow Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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