AK
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
7 advisors
Number of Clients
496 clients
Average Client Portfolio
$118K average
Assets Under Management
$58.6M
Fee Structure
Minimum Investment:None
Financial Plan Fee:$250 - $1,000
CFA charges an annual asset-based fee for portfolio management, negotiated with each client within a range of 0.50% to 2.00% (0.125% to 0.50% each quarter). The fees are calculated and paid quarterly in advance. Financial planning fees range from $250 to $1,000 depending on client needs and complexity. Fixed financial planning fees are negotiable and payable by check at the time of agreement.
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate Planning
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Advisor Information
Office location
701 S Main, Suite #400, Logan, UT, 84321
Get directionsRegulatory 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.
Learn about disclosures →Employment History
Current Registrations
Connect Financial Advisors
October 2025 - Present · 3 mos
Previous Registrations
Adams Wealth Advisors
August 2024 - August 2025 · 1 yr
State Registrations1 state
UT
Advisor
Exams
No exam information available for this advisor.