Sparrow Advisors, LLC fees and pricing
Financial planner in Dallas, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 17, 2026, Sparrow Advisors, LLC charges $300-$1,000 an hour and a flat or project fee of $1,000-$100,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300-$1,000/hr
“The general range for our limited and/or annualized continuous financial planning and consulting fee is between $1,000 and $100,000 and our hourly fees are typically between $300 and $1,000 per hour, per professional involved.”
- Flat or project fee
- $1,000-$100,000
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Sparrow Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “An hourly fee is a fee that is based on an hourly rate (determined by the scope and complexity of the engagement) multiplied by the number of hours billed.”
- “Clients can elect to pay in advance for limited engagements (including engagements lasting up to five months), or monthly, quarterly, or some combination.”
- “The payments will be in advance for flat fees and in arrears for hourly fees.”
How Sparrow Advisors, LLC’s fees compare
- Its hourly rate of $300-$1,000 is above the Texas median of $275. 96% of the 468 other Texas planners that publish an hourly rate charge less.
- 54 of the 56 other planners in Dallas that publish an hourly rate charge less.
- Its flat or project fee of $1,000-$100,000 spans the Texas median of $3,850. 98% of the 401 other Texas planners that publish a flat or project fee charge less.
- 51 of the 51 other planners in Dallas that publish a flat or project fee charge less.
About Sparrow Advisors, LLC
“Assets Under Advisement (“AUA”) is determined through our Financial Planning and Consulting process and reflects the value of client assets on which we provide advice. We provide a comprehensive suite of financial services that includes financial planning and consulting services and asset management.”
- Principal: Zachariah B. Davis
- Firm size: 3 employees.
- Registered as an adviser: 2023 (3 years).
Planning areas mentioned in the brochure
- Tax planning
- Estate planning
- Divorce
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Employees
- 3
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, and other services
- Assets managed
- $18,086,863
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 327087
- Phone
- (800) 284-0727
Can advise clients in 4 states: Georgia, Massachusetts, New York, Texas
Other planners in Dallas that publish fees
- Aci Wealth AdvisorsDallas$250/hr
- Advisor Resource CouncilDallas$100-$500/hr, $50-$15,000
- AfroblocDallas$300/hr
- Algotech Financial LLCDallas$3,000
- Applewhite & Buys Financial AdvisorsDallas$250/hr, $6,000
- Artham AdvisorsDallas$350/hr, $500-$2,500
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.