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Spark Financial Advisors

Headquartered in RICHMOND, VA

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Firm Information

Spark Financial Advisors is an independent financial advisory firm serving high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans. They provide financial planning and portfolio management services with $115,811,162 in regulatory assets under management. They have 3 investment advisor representatives and 4 individuals involved in investment advisory functions.

Spark Financial Advisors

$115.81M

Assets Under Management

5

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

% of assets under advisement

Branch Locations (1)

SPARK FINANCIAL ADVISORS has a total of 1 branch locations across the country.
location

RICHMOND, VA

Advisors at Spark Financial Advisors

View All 3 Advisors
Unclaimed
Michelle Orellana

CFP®, RA

RICHMOND, VA

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Unclaimed
Suzanne Alexis Grason

CFP®, RA

RICHMOND, VA

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Unclaimed
Lauren Kathleen Zangardi haynes

CFP®, RA

RICHMOND, VA

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Disclosures

There are no public disclosures for Spark Financial Advisors.

Frequently Asked Questions (7)

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