Spark Financials LLC

Overview

Spark Financials LLC is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm serves retail clients—individuals and families—and focuses on financial planning and portfolio management for individuals and small businesses. Its billing approach includes a mix of percentage-of-AUM fees, hourly charges, and fixed fees. Spark does not identify as an active ESG investor, is not a multi-state adviser per its filings, and does not describe itself as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives