LH
CFP
LH
CFP

Lauren Haynes

12 Years of Experience
Richmond, VA

Lauren Haynes is a CFP-designated registered investment advisor at Spark Financial Advisors, based in Richmond, VA, with 12 years of industry experience. Lauren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 150 clients with $120M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
150 clients
Average Client Portfolio
$772K average
Assets Under Management
$115.8M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $5.0M0.75%
$5.0M - $7.0M0.50%
$7M+0.25%

Fees are negotiable. Minimum annual fee of $5,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact

LH
Lauren Haynes

Location

7130 Glen Forest Drive, Suite 110, Richmond, VA, 23226

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Spark Financial Advisors
June 2018 - Present · 7 yrs 11 mos
Previous Registrations
Evolution Advisers, INC.
April 2013 - May 2018 · 5 yrs 1 mo
State Registrations4 states
NCPATXVA
Advisor

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
No exam information available for this advisor.
Additional Information

Our financial planning process at Spark Financial Advisors is designed to empower women and dual-career couples as they build and manage their wealth. Our service is designed to allow you to outsource the headache of navigating your increasingly complex financial live so you can spend more time on the things you love the most.

LH
Contact
Lauren Haynes