Spark Financial Advisors at a glance
- One of 305 fee-only firms based in Virginia in the Wellspent graph.
- 4 advisors are listed here; all hold the CFP.
- Its Form ADV reports 7 employees and 164 individual clients, 44 of them high net worth.
- Its average account is about $236,000 (assets it manages divided by its 624 accounts).
Fee-only advisors in Virginia · What fee-only advisors charge in Virginia
Facts
| Based in | Richmond, Virginia |
|---|
Questions about Spark Financial Advisors
How is Spark Financial Advisors paid?
Spark Financial Advisors's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Spark Financial Advisors have in the Wellspent public graph?
The Wellspent public graph lists 4 advisors at Spark Financial Advisors, and 4 hold the CFP.
What is the average account at Spark Financial Advisors?
Spark Financial Advisors's average account is about $236,000. That's the assets on its Form ADV divided by its 624 accounts.
Spark Financial Advisors fees
Spark Financial Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $147 million |
| Individual clients | 120 |
| High-net-worth clients | 44 |
| Accounts managed | 624 |
| Employees | 7 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-132555) |
| Financial planning | Offered |
| Form ADV filed | March 17, 2026 |
| SEC record | CRD 296914 |