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Transparent Rates & Fees

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Free Consultation

Begin with a no-cost consultation to discuss your financial goals and assess how our services align with your needs.

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Engagement and Custom Plan Creation

Following the consultation, engage our services with to develop your personalized financial plan.

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Ongoing Financial Partnership

We provide ongoing guidance and support, adapting to life’s circumstances to help you reach your financial goals.

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Pricing

Our service is based on assets under advisory (1% on the first $1 million, 0.75% on the next $4 million, tiered down from there) and complexity; it’s paid quarterly with an annual minimum of $6,000. Having a complex life is normal and why many of our clients reach out for expert advice. Some of the complexity items we consider include: entrepreneurship, stock compensation, high student loan balances, private assets, and complex estate planning, among others.

Surprise us with your beautifully complex life. Let’s have a conversation about how we can help you simplify and enjoy financial independence.

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Frequently Asked Questions

During the initial meeting with Spark Financial Advisors, our primary goal is to get to know you – your financial situation, goals, and what’s important in your life. This meeting is as much about understanding your needs as it is about assessing if we’re the right fit for working together. It’s a chance for us to establish a mutual understanding and see how we can best collaborate to meet your financial objectives.

For the first call with Spark Financial Advisors, there’s nothing you need to prepare. This call is all about discovering what you’re looking for in financial guidance, ensuring we understand your needs, and determining if we are a good fit for each other. It’s a relaxed, no-pressure conversation aimed at understanding your expectations and how we can meet them.

After the initial consultation, if you decide you want to continue exploring the possibility of working with us, we’ll schedule a more in-depth meeting to dive deeper into your financial situation, including tax planning and other key areas.

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Spark has been featured in:

A Fee-only Financial Advisory Firm serving Richmond and Williamsburg , VA and Virtual Clients Nationwide

At Spark Financial Advisors, our method transcends the standard scope of wealth management. We concentrate on harmonizing your financial objectives with the distinct complexities of your personal circumstances. From our inception in 2018, our commitment has been to transform the conventional experience of financial firms. We not only deliver professional financial advice but also offer a service that is inclusive and empathetic, prioritizing listening to, educating, and empowering our clients.

Fee-Only Financial Advisory in Richmond,
VA & Williamsburg, VA

Richmond Office

7130 Glen Forest Dr., Suite 110
Richmond, VA 23226

Williamsburg Office

1 Fords Colony Drive, Suite 4B
Williamsburg, VA 23188

(804) 451-1210

DISCLOSURE: Spark Financial Advisors, LLC (“Spark Financial Advisors”) an SEC Registered Investment Advisor. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Spark Financial Advisors in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Spark Financial Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

For our social media and online review disclosures please visit: Spark Disclosures

© 2024 Spark Financial Advisors. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.