Firm
Sparrow Wealth Management
Orlando, Florida
Fee-only
Sparrow Wealth Management at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 64 individual clients, 52 of them high net worth.
- Its average account is about $604,000 (assets it manages divided by its 224 accounts).
- Its ongoing planning fee starts at $3,000 a year, below the Florida median of $4,200.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Orlando, Florida |
|---|---|
| Website | sparrowwealth.com |
| Phone | (877) 330-9191 |
Sparrow Wealth Management 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.
| Ongoing planning | From $3,000 a year |
|---|---|
| Asset-based fee | 0.75% a year on the first tier of assets |
| Account minimum | None |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"Our "base" fee for personal financial planning services ranges between $250 and $350 per month" source
"Our annual charge is 0.75% of assets under management for amounts up to $3,000,000" source
"There is no minimum fee for asset management." source
"Our annual charge is 0.75% of assets under management for amounts up to $3,000,000" 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 | $135 million |
| Individual clients | 12 |
| High-net-worth clients | 52 |
| Accounts managed | 224 |
| Employees | 1 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-132084) |
| Financial planning | Offered |
| Form ADV filed | February 20, 2026 |
| SEC record | CRD 152670 |