Advisor at Values First Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
De Soto, KS
Credentials
Series 63, Series 65
Industry experience
15 years
Connie Pearson is a financial advisor at Values First Advisors, Inc. with 15 years of industry experience. She holds Series 63 and Series 65 designations and has been with the firm since 2010. Values First Advisors is an independent SEC-registered advisory firm serving individuals, trusts, estates, retirement plans, and charitable organizations. The firm integrates Biblically Responsible Investing principles with fundamental analysis and external sub-advisers, tailoring portfolios through asset allocation, rebalancing, and planning tools.
Based on Values First Advisors, Inc.
Less than $500,000 - $499,999: 1.75% annually (Schwab or Other Custodian, Schedule A) $500,000 - $999,999: 1.50% annually (Schwab or Other Custodian, Schedule A) $0 - $3,000,000: 1.00% annually (tiered, Schwab or Other Custodian, Schedule B) $3,000,001 - $5,000,000: 0.75% annually (tiered, Schwab or Other Custodian, Schedule B) $5,000,001 - $10,000,000: 0.50% annually (tiered, Schwab or Other Custodian, Schedule B) $10,000,001 - $20,000,000: 0.40% annually (tiered, Schwab or Other Custodian, Schedule B) $20,000,001+: 0.30% annually (tiered, Schwab or Other Custodian, Schedule B) Less than $500,000 - $499,999: 1.25% annually (GSCS accounts) $500,001 - $999,999: 1.00% annually (GSCS accounts) $1,000,000+: 0.70% annually (GSCS accounts)
Insurance products commissions received by certain representatives; disclosed before transaction.
Hourly rates: $60 (admin), $300 (standard advisor), $450 (principal advisors) for financial planning and consultations.
Retainer fee of $125 per calendar year (non-refundable) for Non-discretionary, Non-supervisory Advice and Consultations, plus hourly fees.
Account minimum: $100 per month minimum fee for Asset Allocation Services; minimum account sizes are negotiable and reviewed case-by-case. No specific dollar account minimum clearly stated. Minimum fee: Minimum fee for Asset Allocation Services is $100 per month. Fee-only: Hourly fees ranging from $60 (admin) to $450 per hour depending on staff and client advisor.
De Soto, KS
Kansas · Texas
Values First Advisors, Inc.
2010 - Present (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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