Get started with a free assessment.
Frequently Asked Questions
If you decide to work with us after the free assessment, we charge an asset management fee based on the following schedule:
| Assets Under Management | Annual Advisory Fee |
|---|---|
| Under $1M | $10,000 |
| $1M – $2M | 1.00% |
| $2M+ | 0.80% |
This fee covers ongoing investment management, tax planning, retirement planning, estate and insurance guidance, and unlimited review meetings.
Client Testimonials
"Spark Wealth Advisors have been awesome to work with. Always courteous and professional. Great at giving advise that matters and giving peace of mind. Highly recommend giving them a call."
Don F.
"Spark Wealth Advisors is everything you hope for in a financial advisory team. One thing that truly sets them apart is their passion for educating their clients. They don't just provide recommendations; they make sure you understand the rationale behind each one. Their communication is consistently speedy, clear, and thorough. You never feel left in the dark or like your questions are an inconvenience."
Jon S.
"Jake and company are absolutely stellar at meeting you where your thoughts are and providing peace of mind. I feel like they're primarily a wealth management group with a very strong second role as psychologists and mental health counselors! They do such a great job at demystifying how what I do today might impact things 20+ years down the road, and they're invaluable at helping us look at things both with and without emotion."
Bryce T.
"Highly recommend, Jake is thorough and extremely knowledgeable. He was able to catch mistakes that my accountant had made and saved me thousands of dollars."
Russell S.
"Jake Skelhorn is a pleasure to work with. Jake's knowledge and professionalism are outstanding, along with his listening skills and great patience. My husband and I are at different stages in life and Jake has helped us navigate both the calm and rough waters to stay on course financially."
Donald B.
"I found Spark Wealth Advisors while searching for fee-only, fiduciary financial planners, and I'm happy to say Jake has been a competent and comforting advisor regarding my financial goals. If you're looking for that personal touch for financial planning, then I would definitely recommend Spark Wealth Advisors."
Anthony R.
"Spark Wealth Advisors have been awesome to work with. Always courteous and professional. Great at giving advise that matters and giving peace of mind. Highly recommend giving them a call."
Don F.
"Spark Wealth Advisors is everything you hope for in a financial advisory team. One thing that truly sets them apart is their passion for educating their clients. They don't just provide recommendations; they make sure you understand the rationale behind each one. Their communication is consistently speedy, clear, and thorough. You never feel left in the dark or like your questions are an inconvenience."
Jon S.
"Jake and company are absolutely stellar at meeting you where your thoughts are and providing peace of mind. I feel like they're primarily a wealth management group with a very strong second role as psychologists and mental health counselors! They do such a great job at demystifying how what I do today might impact things 20+ years down the road, and they're invaluable at helping us look at things both with and without emotion."
Bryce T.
"Highly recommend, Jake is thorough and extremely knowledgeable. He was able to catch mistakes that my accountant had made and saved me thousands of dollars."
Russell S.
"Jake Skelhorn is a pleasure to work with. Jake's knowledge and professionalism are outstanding, along with his listening skills and great patience. My husband and I are at different stages in life and Jake has helped us navigate both the calm and rough waters to stay on course financially."
Donald B.
"I found Spark Wealth Advisors while searching for fee-only, fiduciary financial planners, and I'm happy to say Jake has been a competent and comforting advisor regarding my financial goals. If you're looking for that personal touch for financial planning, then I would definitely recommend Spark Wealth Advisors."
Anthony R.
