Sparrow Wealth Management fees
Financial planner in Mamaroneck, New York. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, Sparrow Wealth Management (Mamaroneck, NY) charges $300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change.
- Hourly rate
- $300/hr
“We charge an hourly fee of $300 for Project-Based Financial Planning.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
How Sparrow Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and some fees may vary by Client for similar services.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
- “Fees are paid monthly in arrears, ranging from $350 - $450.”
How these fees compare
- Its hourly rate of $300 matches the New York median of $300. 45% of the 164 other planners in New York that publish an hourly rate charge less.
- The one other planner in Mamaroneck that publishes an hourly rate charges more.
About Sparrow Wealth Management
- Principal: Deirdre Smith
- Solo practice: Form ADV reports one employee.
- Credentials held by people at the firm, per its brochure: CFP® professional (opens in new tab).
- Registered as an adviser: 2025.
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Charges a % of assets
- Yes
- Employees
- 1
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 31, 2026
- CRD number
- 335599 (opens in new tab)
- Phone
- (978) 314-8711
Other planners in Mamaroneck that publish fees
- G-Squared Advisory LLCMamaroneck$400/hr
More planners in New York that publish fees
- LEH Advisors LLCBrooklyn$500/hr, $10,000/yr
- Financial Spyglass®Rye$20,000-$40,000/yr
- Lahontan Capital LLCAlbany$500/hr
- Eagle Tax Planning & Advisory Group.llcOzone Park$175/hr
- Boerum Hill Financial Advisors LLCBrooklyn$175-$300/hr, up to $12,000/yr
- BPC Advisors LLCEast Syracuse$250/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.