Spark Financial Advisors, Llc
- Regulatory AUM
- $147M
- Discretionary
- $147M
- Clients
- 164
- Avg AUM / client
- $897K
- Accounts
- 624
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Mar 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 120 | $50.5M | 34.3% |
| High net worth individuals | 44 | $96.6M | 65.7% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Lauren Kathleen Zangardi Haynes | Registered representative | CFP | Jun 2018 (8y) | |
| Suzanne Alexis Grason | Registered representative | CFP | Dec 2022 (4y) | |
| Michelle Orellana | Registered representative | CFP | Mar 2024 (2y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/17/2026 | 1.08 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • % OF ASSETS UNDER ADVISEMENT
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Fidelity Brokerage Services $74.7M (51% of AUM) Mar 2026
- Truist Financial Corp $46.6M (32% of AUM) Mar 2026
- Altruist Financial $46.6M (32% of AUM) Mar 2026
- Charles Schwab & Co. $24.1M (16% of AUM) Mar 2026
- Shareholders Service Group, Inc. $1.4M (1% of AUM) Aug 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 17, 2026.
View current Form ADV (SEC/IAPD) ↗