Spraker West Wealth Management, Inc fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“However, The Firm may provide hourly consulting at the published rate of $300.00 per hour for those who do not need discretionary professional portfolio management.”

Flat or project fee

$1,200⁠-⁠$2,500

“Quoted fees for Financial Plans cost $1,200-$2,500 depending upon the level Spraker West Wealth Management, Inc Form ADV Part 2 Brochure Page 8 March 24, 2026 of complexity of the plan, the number of planning scenarios, and number of hours estimated to complete analysis of cash flow/risk/retirement/black swan…”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Spraker West Wealth Management, Inc bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are billed in advance at the beginning of every quarter directly to the client’s account through Charles Schwab & Co., Inc.”
• “The adjustment represents a prorated calculation for the value of assets added or removed intra-quarter for which SWWM had or had not been previously compensated.”
• “The fee is also clearly stated in the invoice included with each quarterly report.”

How Spraker West Wealth Management, Inc’s fees compare

• Its hourly rate of $300 is above the Florida median of $288. 51% of the 372 other Florida planners that publish an hourly rate charge less.
• 4 of the 9 other planners in Winter Park that publish an hourly rate charge less.
• Its flat or project fee of $1,200-$2,500 is below the Florida median of $4,900. 21% of the 320 other Florida planners that publish a flat or project fee charge less.
• 2 of the 8 other planners in Winter Park that publish a flat or project fee charge less.

About Spraker West Wealth Management, Inc

• Firm size: 6 employees.
• Credentials named in the brochure: CFP®, ChFC®, and CFA.
• Registered as an adviser: 2008 (18 years).

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

1.5% a year

Clients

138

Employees

6

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and other services

Assets managed

$265,323,432

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

147075

Website

linkedin.com/company/spraker-west-wealth-management (opens in new tab)

Phone

(407) 478-7899

Can advise clients in 4 states: Florida, North Carolina, Tennessee, Texas

Other planners in Winter Park that publish fees

• Advus Financial Partners, LLCWinter Park$2,500⁠-⁠$20,000
• American Financial Advisors IncWinter Park$325/hr
• Avenues Wealth, LLCWinter Park$250/hr, $5,000
• Bloom InvestmentWinter Park$250/hr, $2,400⁠-⁠$9,600
• Dobson Street LLCWinter Park$250⁠-⁠$400/hr
• Financial Harvest Wealth AdvisorsWinter Park$10,000, $750/yr

Compare all 19 planners in Winter Park