Connected Financial Strategies LLC fees and pricing
Financial planner in Allendale, Michigan. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 16, 2026, Connected Financial Strategies LLC charges a monthly fee of $200-$833 and an annual fee of $2,400-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 16, 2026. Fees can change, so confirm with the firm before you hire them.
- Monthly fee
- $200-$833/mo
“Monthly fees range from $200 to $833 per month.”
- Annual fee
- $2,400-$10,000/yr
“Annual fees range from $2,400 to $10,000 per year.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Connected Financial Strategies LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Advisory Services Investment Management Services Investment advisory fees are paid in advance of each month pursuant to the terms of the investment advisory agreement.”
- “Fees may be negotiable at the sole discretion of the Advisor.”
- “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”
How Connected Financial Strategies LLC’s fees compare
- Its annual fee of $2,400-$10,000 spans the Michigan median of $6,000. 54% of the 37 other Michigan planners that publish an annual fee charge less.
About Connected Financial Strategies LLC
- Firm size: 2 employees.
- Founded: 2019 (7 years).
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
- 1.15% a year
- Employees
- 2
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 340449
- Phone
- (616) 607-4681
Other planners in Michigan that publish fees
- 320 Life Financial PlanningHolland$250/hr
- 46 and 2 Investment Advisors, LLCTraverse City$200/hr
- 4Square Advisory Services, Inc.Fenton$150/hr, Up to $1,500
- A B L E Wealth Management Solutions LLCAnn Arbor$400/hr, $500
- Advance Wealth Management Service, LLCGrand Rapids$300/hr, $5,000
- Advisory Advocates LLCGrand Rapids$250-$1,500
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.