Connect Financial Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$250⁠-⁠$1,000

“Please note that lower fees for comparable services may be available from other sources Financial Planning Fees CFA’s Financial Planning fees range from $250 to $1,000 depending on client needs, complexity, and other factors.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Connect Financial Advisors bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Since we bill in advance, any refunds due to clients will be prorated based on the number of days remaining in the calendar month.”
• “If you choose to pay by check, you will be invoiced with fees payable within 30 days.”
• “Fixed Financial Planning fees are negotiable.”

How Connect Financial Advisors’ fees compare

• Its flat or project fee of $250-$1,000 is below the Utah median of $2,050. 13% of the 63 other Utah planners that publish a flat or project fee charge less.

About Connect Financial Advisors

• Firm size: 7 employees.
• Credentials named in the brochure: CFA.
• Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

• Retirement planning

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

452

Employees

7

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$66,758,952

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

321212

Website

connectfinancialadvisors.com (opens in new tab)

Phone

(435) 713-4220

Can advise clients in 3 states: California, Idaho, Utah

Other planners in Utah that publish fees

• 114TH Financial LCSouth Jordan$150/hr, $150/mo
• Abacus Investment AdvisorsSalt Lake City$100/hr
• Abg ConsultantsCottonwood Heights$250/hr, $300⁠-⁠$1,500
• Albility PlanningMapleton$275/hr, $275/mo
• Albion Financial GroupSalt Lake City$250⁠-⁠$500/hr, $2,500⁠-⁠$50,000
• Andina AdvisorsLogan$500/hr, $500

Compare all 181 planners in Utah