You should choose Spark Financials because we provide personalized financial planning with a fiduciary commitment to always act in your best interest. We offer tailored solutions, whether you're looking for retirement planning and investment management or a comprehensive financial plan. Our transparent pricing, expert guidance, and focus on your unique needs ensure you get the support you need to reach your financial goals.
Spark Financials offers two services: retirement planning and investment management, and comprehensive financial planning. The retirement planning and investment management service is priced at 1% of assets under management (AUM), while the comprehensive financial plan has a one-time flat fee of $10,000. Visit our services page to learn more about the differences between these options.
Yes, most clients prefer meetings through online video conferencing.
No, we eliminated physical location to lower your fees.
A Financial Planner can help you understand your current financial situation, identify your financial goals and create an action plan that will help you make better financial decisions. For more information about the financial planning process, check out our blog What is a Financial Plan?
A fiduciary has a legal and ethical duty to act in someone else's best interest, avoiding conflicts and ensuring transparency. Our planner, Danielle Miura upholds this fiduciary standard for our clients.
Only fees our clients pay to us. We charge a flat fee to ensure complete transparency of our compensation. Fee-only planners can not receive any form of compensation for recommending investment or insurance products.
Spark Financials is a Registered Investment Advisory Firm in the State of California. Our planner, Danielle Miura is a CERTIFIED FINANCIAL PLANNER™ professional. Spark Financials is legal to give investment and financial advice.
Yes! If you are not sure what this is, you can read about fee-only advising here.