Adam Anderson
Adam Anderson is a registered investment advisor at Connect Financial Advisors, based in Providence, UT, with 18 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 518 clients with $67M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Connect Financial Advisors charges a fee based on the value of your portfolio. The exact fee is negotiated with each client and falls within a range of 0.50% to 2.00% per year. The fee is calculated and charged monthly in advance. The factors used to determine the advisory fee include the number of accounts, the size of the relationship, whether the account is actively or passively managed, and the frequency of reviews.
Location
Providence, UT
Get directionsHistory
Regulatory History (3)
Employment Separation After Allegations
December 2023Regulatory
September 2023Employment Separation After Allegations
May 2018Other Business ActivitiesSells Insurance
Adam works as an insurance agent in Providence, Utah, selling various insurance products since 2021. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Connect Financial Advisors
Previous Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Edward Jones
Edward JonesBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.