Sparrow Wealth Management fees and pricing
Financial planner in Orlando, Florida. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 20, 2026, Sparrow Wealth Management charges $350 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 20, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“While the “base” fee is designed to cover most personal financial matters that the client may need help with, SWM reserves the right to charge its hourly fee, which is $350 / hour, for matters that are outside the scope of SWM’s personal financial planning services, such as providing consulting for a client’s business.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Sparrow Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The “base” fee is paid quarterly, in advance.”
- “The client may terminate these services at any time and a pro-rata refund (by day) of any fees paid will be made to the client.”
- “Hourly charges, in this case, are billed monthly, in arrears, at the rate stated above.”
How Sparrow Wealth Management’s fees compare
- Its hourly rate of $350 is above the Florida median of $288. 65% of the 372 other Florida planners that publish an hourly rate charge less.
- 15 of the 22 other planners in Orlando that publish an hourly rate charge less.
About Sparrow Wealth Management
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2025.
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
- Minimum
- No minimum stated in brochure
- Clients
- 64
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $135,197,184
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 152670
- Phone
- (877) 330-9191
Can advise clients in 5 states: California, Florida, Nevada, Pennsylvania, Texas
Other planners in Orlando that publish fees
- Allegiance Wealth Management, Inc.Orlando$300/hr
- Allgen Financial Advisors, Inc.Orlando$250/hr, $500/yr
- Arx Strategic WealthOrlando$2,500-$5,000
- Centrus Financial StrategiesOrlando$500/hr, $3,000-$15,000
- Cogent Private WealthOrlando$450/hr, $4,000/yr
- Das Wealth ManagementOrlando$100/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.