Fiduciary

Spark Financial Advisors

Richmond, Virginia

★ 5.0 (10 reviews)
Call (804) 451-1210 Visit website →

About

Spark Financial Advisors is a fee-only fiduciary firm based in Richmond, Virginia that also serves clients nationwide virtually. The firm provides financial planning and investment management, with particular expertise in small business retirement plans, and specializes in working with high-net-worth and high-income women and families. Founded in 2018, the firm's advisors hold CFP credentials and employ an academic research-based approach emphasizing long-term strategy, tax efficiency, and alignment of investments with personal goals.

Specialties

Small Business

Fee structure

Fee-Only

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 8:30AM-5PM, Tuesday: 8:30AM-5PM, Wednesday: 8:30AM-5PM, Thursday: 8:30AM-5PM, Friday: 8:30AM-4PM, Saturday: Closed
SEC registered
No

Professional credentials

CFP

Certified Financial Planner

Comprehensive financial planning certification requiring extensive education, examination, experience, and ethical standards

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