SPARK FINANCIAL ADVISORS

Overview

Spark Financial Advisors is an independent registered investment adviser that serves individuals and families with financial planning and portfolio management for individuals and small businesses. The firm runs a multi-fee model—percentage-of-AUM, hourly and fixed fees—which allows it to price straightforward portfolio management alongside more complex planning engagements. Spark reports being an active ESG investor and places the bulk of its public exposure into mutual funds and public fund strategies, while selectively adding alternative exposures through third‑party managers. The firm is organized as a limited liability company and is owner-operated rather than structured as a capital allocator. Advisory activity centers on client-level planning and discretionary portfolio management rather than institutional pension consulting or multi-state advisory programs. Its practice profile suggests a client-focused, advice-first model that leans on pooled public funds for core allocations and supplements those with select private placements and real estate investments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices