Michelle Orellana
Spark Financial Advisors · Richmond, Virginia
Michelle Orellana is a fee-only financial advisor at Spark Financial Advisors in Richmond, Virginia, who holds the CFP credential. Spark Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Spark Financial Advisors |
|---|---|
| Based in | Richmond, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $147.1M across 624 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC, PA, TX, VA · CRD 6816719 |
| Exams passed | Series 65 (2018) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.sparkfinancialadvisors.com |
How Michelle's firm compares
- Spark Financial Advisors's average account is about $236,000, from its Form ADV (assets managed divided by 624 accounts).
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Questions about Michelle
Is Michelle Orellana a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michelle holds no broker registration, and Spark Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michelle charge for financial advice?
Michelle's firm, Spark Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Michelle Orellana based?
Michelle Orellana is based in Richmond, Virginia.
What credentials does Michelle Orellana hold?
Michelle Orellana holds the CFP credential.
Is Michelle Orellana registered with the SEC?
Yes. Michelle Orellana is registered as an investment adviser representative in NC, PA, TX and VA (CRD 6816719), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Spark Financial Advisors manage?
Spark Financial Advisors reports $147.1M across 624 accounts in assets under management.
How do I contact Michelle Orellana?
Through Michelle's website, www.sparkfinancialadvisors.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
- 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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