Suzanne Grason is a CFP-designated registered investment advisor at Spark Financial Advisors, based in Richmond, VA, with 20 years of industry experience. Suzanne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 7 more. Their firm serves 150 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $7.0M | 0.50% |
| $7M+ | 0.25% |
Fees are negotiable. Minimum annual fee of $5,000.
Fee Estimator
Location
7130 Glen Forest Drive, Suite 110, Richmond, VA, 23226
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Suzanne is involved with two professional associations: FPACVA, where she is President since January 2022, and the National Capital Chapter of Society of Financial Services Professionals, where she is a Board Member since June 2021. She dedicates minimal time to each of these roles.
Employment History
Current Registrations
Spark Financial Advisors
Previous Registrations
Cerity Partners LLC
Fjy Financial
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
When I’m not helping clients build abundant lives I enjoy spending time with my family and two rescue pups. Reading a good book with a cup of tea is at the top of my list too!