Sparrow Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Sparrow Wealth Management provides fee-only financial planning and discretionary asset management to individuals (primarily high-net-worth), families, trusts, businesses, and retirement and institutional plans. The firm combines ongoing financial planning with portfolio management and reported managing about $135 million in client assets as of December 31, 2025.
Its investment approach is rooted in a belief that markets are generally efficient and emphasizes diversified, asset-allocation portfolios implemented predominantly with no-load, passively structured mutual funds and ETFs. Sparrow develops an Investment Policy Statement for each client, allocates across U.S. and international, size and style dimensions, and typically uses short- and intermediate-term fixed income and inflation-protected bonds where appropriate.
Noteworthy features include the firm’s engagement with institutional clients such as pension and profit-sharing plans—a service mix that is less common among independent advisers—and frequent use of funds that are available only to institutional investors and approved advisers. The firm also limits engagements to combined planning and management (not planning-only), transitioned to SEC registration in early 2025, and operates with custodial arrangements that allow fee deduction while custody remains with a third-party custodian.
Client services
Expertise
Fee options
$0 - $3,000,000: 0.75% annually $3,000,000 - $5,000,000: 0.50% annually $5,000,000+: 0.25% annually
$350/hour for consulting outside the scope of financial planning
Fee-only: Base financial planning fee between $250 and $350 per month, negotiable; hourly rate $350/hour for services outside planning scope
Main office
6900 Tavistock Lakes Blvd, Suite 400
Orlando FL 32827
Advisors at this office
1
Most active in
California · Florida · Nevada · Pennsylvania · Texas
Also doing business as
Sparrow Wealth Management · Sparrow Wealth Management, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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