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S. Alexis Grason

Spark Financial Advisors, LLC · Richmond, Virginia

S. Alexis Grason is a fee-only financial advisor at Spark Financial Advisors, LLC in Richmond, Virginia, who holds the CFP, RICP and CIMA credentials.

Fee-only
$147M
Firm assets managed
$236,000
Firm's average account

What S. Alexis focuses on

Who S. Alexis works with

  • High earners

How does S. Alexis's firm compare?

  • Spark Financial Advisors, LLC's average account is about $236,000, from its Form ADV (assets managed divided by 624 accounts).

What fee-only advisors charge in Virginia

Questions about S. Alexis

Is S. Alexis Grason a fee-only financial advisor?

Yes. S. Alexis Grason is listed in the NAPFA directory (NAPFA admits only fee-only advisors).

How does S. Alexis Grason charge for financial advice?

S. Alexis's firm, Spark Financial Advisors, LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

Does S. Alexis Grason work with clients virtually?

Yes. Spark Financial Advisors, LLC says on its website that it works with clients remotely.

Where is S. Alexis Grason based?

S. Alexis Grason is based in Richmond, Virginia.

What does S. Alexis Grason specialize in?

S. Alexis Grason's specialties include retirement planning, small business owners and equity compensation. S. Alexis works with high earners.

What credentials does S. Alexis Grason hold?

S. Alexis Grason holds the CFP, RICP and CIMA credentials.

How much does Spark Financial Advisors, LLC manage?

Spark Financial Advisors, LLC reports $147.1M across 624 accounts in assets under management.

How do I contact S. Alexis Grason?

Through S. Alexis Grason's website, sparkfinancialadvisors.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

The full record

FirmSpark Financial Advisors, LLC
Based in Richmond, Virginia
Fee model (firm's Form ADV)Percentage of assets · Hourly · Fixed fees
Works virtuallyYes
Accepting new clientsYes
Assets under management$147.1M across 624 accounts
CredentialsCFP · RICP · CIMA
Firm size7 employees
Websitesparkfinancialadvisors.com

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