Firm
Spark Financials
Elk Grove, California
Fee-only
Facts
| Based in | Elk Grove, California |
|---|---|
| Website | spark-fin.com |
| Phone | (916) 400-9799 |
Spark Financials fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"we charge an annual fee based on 1.00% of the assets we manage for you" source
"we charge an annual fee based on 1.00% of the assets we manage for you" source
"We provide ongoing financial planning and manage your investment accounts throughout the year." source
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 | $3 million |
| Individual clients | 7 |
| Financial planning | Offered |
| Form ADV filed | October 19, 2026 |
| SEC record | CRD 316349 |