Sparrow Wealth Management

Sparrow Wealth Management is a Registered Investment Adviser established in January 2010 and transitioned to SEC registration in Q1 2025. The firm, led by President Christopher M. Jones, manages $117,865,936.52 in client assets across 246 accounts on a discretionary basis. Sparrow Wealth Management offers fee-only financial planning and asset management services for individuals, families, trusts, and businesses. Clients pay a negotiable quarterly "base" fee for financial planning services and an asset management fee ranging from .25% to .75% of assets under management. The firm's investment philosophy emphasizes asset allocation over market timing or stock picking, utilizing no-load mutual funds, index funds, and ETFs. Clients have the option to impose restrictions on their accounts. Sparrow Wealth Management acts as a fiduciary for ERISA accounts, ensuring advice is in the client's best interest. The firm maintains investment discretion, allowing for the management of client assets without specific approval for each transaction. Clients receive regular account reviews and reports, with fees deducted directly from brokerage accounts. Sparrow Wealth Management does not accept performance-based fees, pays no client referral fees, and does not have custody of client funds.