Sprout Financial Planning, Llc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Sprout Financial Planning, LLC offers individualized financial planning and comprehensive portfolio management to individuals and high-net-worth clients. Services are provided either as a standalone financial plan or as part of ongoing portfolio management, with written or electronic plans and personalized investment recommendations where appropriate.
The firm’s process begins with in-depth conversations to identify objectives, risk tolerance, and time horizon, and then implements tailored asset allocation and investment policy guidance using a mix of passive and active approaches, fundamental analysis, and Modern Portfolio Theory. Where suitable and authorized, Sprout may allocate to strategies such as managed futures or derivative instruments, allows reasonable client-imposed restrictions, and exercises discretion consistent with client objectives.
Compared with peers in this regulatory category, Sprout discloses an affiliation with a separately operated tax preparation business (Sprout Tax, LLC), a relationship it identifies as a potential conflict of interest and addresses through disclosure and client choice. It also offers standalone financial planning for a fixed fee and includes planning at no additional cost for managed-account clients—features that are less common among similar firms—and does not advise private funds; the firm had not commenced managing client assets as of the brochure date.
Client services
Expertise
Fee options
$3,000 one-time fixed fee for Financial Planning services
$0 - $1,000,000: 0.50% $1,000,001 - $5,000,000: 0.40% $5,000,001 - $10,000,000: 0.30% $10,000,001+: 0.20%
Main office
Scottsdale AZ
Advisors at this office
1
Most active in
Arizona
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
Forms ADV
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