Suzanne Grason
Spark Financial Advisors · Richmond, Virginia
Suzanne Grason 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 4695747 |
| Exams passed | Series 66 (2005) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.sparkfinancialadvisors.com |
How Suzanne'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 Suzanne
Is Suzanne Grason a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Suzanne 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 Suzanne charge for financial advice?
Suzanne's firm, Spark Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Suzanne Grason based?
Suzanne Grason is based in Richmond, Virginia.
What credentials does Suzanne Grason hold?
Suzanne Grason holds the CFP credential.
Is Suzanne Grason registered with the SEC?
Yes. Suzanne Grason is registered as an investment adviser representative in NC, PA, TX and VA (CRD 4695747), 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 Suzanne Grason?
Through Suzanne's website, www.sparkfinancialadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Richmond
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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