Spark Wealth Advisors fees and pricing
Financial planner in Jacksonville, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 29, 2026, Spark Wealth Advisors charges a flat or project fee of $500-$5,000 and a monthly fee of $300-$1,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 29, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$5,000
“The fixed fee can range between $500.00 - $5,000.00.”
- Monthly fee
- $300-$1,000/mo
“Comprehensive Financial Planning Comprehensive Financial Planning services are billed as an ongoing fee that is paid monthly, in advance, at the rate of $300.00 to $1000.00 per month.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Spark Wealth Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Limited Scope Financial Planning Financial Planning services are billed as a fixed fee.”
- “The fee may be negotiable in certain cases.”
- “Since this fee is paid in advance, a rebate may be needed upon termination to account for any unearned fee.”
How Spark Wealth Advisors’ fees compare
- Its flat or project fee of $500-$5,000 spans the Florida median of $4,900. 33% of the 320 other Florida planners that publish a flat or project fee charge less.
- 3 of the 16 other planners in Jacksonville that publish a flat or project fee charge less.
About Spark Wealth Advisors
“They may be required to provide information to help complete the areas of analysis including net worth, cash flow, insurance, credit, employee benefits, retirement planning, investments, college planning, and estate planning.”
- Firm size: 2 employees.
- Credentials named in the brochure: CFP®.
- Founded: 2022 (4 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 35
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $24,570,201
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 322922
- Phone
- (904) 853-1068
Other planners in Jacksonville that publish fees
- Allegiance Financial Advisors, Inc.Jacksonville$200/hr, $500-$4,000
- Attainable WealthJacksonville$300/hr, $3,600-$8,000
- Contemporary Financial PlanningJacksonville$1,000-$25,000, $1,250-$6,000/qtr
- CovingtonalsinaJacksonville$150-$500/hr, $500-$5,000
- Create Wealth Financial Planning LLCJacksonville$1,000
- Img Wealth Management, Inc.Jacksonville$150/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.