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- Custodian
- Altruist · Charles Schwab & Company · Fidelity/NFS · SSG
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-01-2018
- Office Locations
- 1
Office Locations
About Spark Financial Advisors
Spark Financial Advisors is a fee-only fiduciary RIA based in Richmond/Williamsburg, VA, serving virtual clients nationwide. The firm specializes in high-income and high-net-worth women and families, delivering personalized life planning, wealth management, retirement and tax planning, and investment management. Portfolios follow an academic, long-term, risk-managed approach emphasizing low costs and tax efficiency; also supports small-business 401(k) plans.
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Owner & Executives
LAUREN KATHLEEN ZANGARDI HAYNES
Chief Compliance Officer, Financial Advisor, General Partner, PRINCIPAL
- CRD
- #6185087
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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SUZANNE ALEXIS GRASON
Senior Financial Advisor
- CRD
- #4695747
MICHELLE ORELLANA
Financial Advisor
- CRD
- #6816719
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $147,096,626 | $235,732 |
| Non-Discretionary | $0 | -- |
| Total | $147,096,626 | $235,732 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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