CG
CFP

Connor Ross Gaffney

6 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
54 advisors
Number of Clients
13,126 clients
Average Client Portfolio
$264K average
Assets Under Management
$3.5B

Fee Structure

Minimum Investment:None
Financial Plan Fee:$1,000 - $10,000
Hourly Rate:$50 - $400/hr

Advisory Alpha generally charges asset-based fees ranging from 0.10% to 1.70% of assets under management, depending on services. Fees are negotiable and outlined in the advisory agreement. Hourly fees range from $50 to $400 per hour, and fixed fees range from $1,000 to $10,000, typically for the financial planning solution. Some representatives may include a minimum annual fee. Clients are responsible for third-party fees.

Areas of Practice
Retirement PlanningFinancial Planning & Coaching
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Advisor Information

Office location

2723 S. State St., Suite 450, Ann Arbor, MI, 48104

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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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Other Business Activities

Connor operates under the DBA Evangelista & Associates for his LPL business. This activity takes Connor full-time hours.

Employment History
Current Registrations
Advisory Alpha, LLC
November 2025 - Present · 2 mos
Previous Registrations
LPL Financial LLC Broker
March 2025 - September 2025 · 6 mos
Cg Advisory Services
June 2024 - July 2025 · 1 yr 1 mo
Plante Moran Financial Advisors
March 2020 - February 2024 · 3 yrs 11 mos
Simplicity Wealth
August 2019 - March 2020 · 7 mos
Advisory Alpha, LLC
October 2018 - March 2020 · 1 yr 5 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.