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Wellspent public graph/Firms/Spraker West Wealth Management, Inc.
Firm

Spraker West Wealth Management, Inc.

Winter Park, Florida

Fee-only

Spraker West Wealth Management, Inc. at a glance

  • One of 570 fee-only firms based in Florida in the Wellspent graph.
  • 3 advisors are listed here; 2 of 3 hold the CFP.
  • Its Form ADV reports 6 employees and 138 individual clients, 82 of them high net worth.
  • Its average account is about $560,000 (assets it manages divided by its 474 accounts).
  • Its hourly rate of $300 is in line with the Florida median of $300.

Fee-only advisors in Florida · What fee-only advisors charge in Florida

Facts

Based inWinter Park, Florida
Websitesprakerwest.com
Email[email protected]
Phone(407) 478-7899

Spraker West Wealth Management, Inc. fees

What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.

One-time planFrom $1,200
Hourly$300 an hour
How it chargesPercentage of assets · Hourly · One-time plans or projects

In the firm's words

"may be charged a Financial Plan fee between $1,200 to $2,500." source
"We offer hourly consulting at $300/hour for those that do not need ongoing wealth management." source
"We charge a quarterly fee based on the assets we manage on your behalf." source
"We offer hourly consulting at $300/hour for those that do not need ongoing wealth management." 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 byPercentage of assets · Hourly · Fixed fees
Assets managed$265 million
Individual clients56
High-net-worth clients82
Accounts managed474
Employees6
Planning clients101-250
Registered withThe SEC (801-69187)
Financial planningOffered
Form ADV filedMarch 24, 2026
SEC recordCRD 147075

Advisors at this firm (3)

Other fee-only firms in Winter Park

Fee-only advisors in Florida