A complete list of active advisors currently associated with Spark Financials LLC

Warmer can help you find a great advisor at Spark Financials LLC or one who fits your needs even better.

The firm serves individual clients with tailored financial planning and discretionary investment management and also facilitates tax return preparation and consulting through an affiliated tax practice under common ownership. The brochure reports approximately $3.2 million in discretionary assets and describes one-time comprehensive plans, ongoing planning tied to investment management, and project-based consulting engagements. Its investment approach emphasizes modern portfolio theory and passive management, constructing diversified, asset-allocation portfolios primarily with index mutual funds and ETFs while using fundamental and cyclical analysis as part of investment analyses in financial plans. Accounts are typically managed on a discretionary basis and reviewed periodically with client-imposed restrictions accommodated when practicable. Distinctive aspects include its very small, single-advisor practice with a limited client roster, which the firm positions as enabling close, hands-on adviser involvement, and the principal’s combination of credentials and registrations (CFP®, Enrolled Agent, Series 7 and 66) alongside an adjunct teaching role. The firm also discloses an affiliated tax-preparation company and the use of prepayment for standalone financial planning engagements — operational and service features that are less common among similarly sized independent advisers.

To learn more about the advisors currently working at Spark Financials LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.