Jake Skelhorn
Tax-smart financial advice for high-earners and pre-retirees
Spark Wealth Advisors · Jacksonville, Florida
Is this you, Jake?
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About
Spark Wealth Advisors is a one-stop shop for retirement planning, tax preparation & planning, and investment management. We eliminate the tax disconnect that often occurs at traditional wealth management firms by integrating it into every bit of advice we give. As an LGBTQ+ owned firm, we offer a place for our community & our allies to let their guard down and partner with professionals that are on their side from day 1.
Who they serve
- High earners
- HENRY (high earner, not rich yet)
- Pre-retirees
- Retirees
- Early-career professionals
Services
- 401(k) & IRA Management
- Asset Allocation
- Cash Flow Planning
- Estate Planning
- Financial Planning
- Investment Management
- Portfolio Rebalancing
- Retirement Planning
- Social Security Planning
- Tax Strategy
- Wealth Management
- Insurance/Risk Management
- Financial Advice & Coaching
- Charitable Giving
- Portfolio Management
- Life Transition Planning
- Executive Compensation
Structured record
| Name | Jake Skelhorn |
|---|---|
| Firm | Spark Wealth Advisors |
| Location | Jacksonville, Florida |
| Fee model | Percentage of Assets (AUM) · Flat Fee/Retainer |
| AUM | Under $25M |
| Founded | 2023 |
| Firm size | 2 - 5 employees |
| Affiliation | Independent RIA |
| Credentials | CFP |
| Designations | CFP (Certified Financial Planner) · Series 65 |
| Investment approach | Passive management |
| Website | http://sparkwealthadvisors.com |
| https://www.linkedin.com/in/jakeskelhorn/ |
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Specialties
- Retirement planning