Kinnect Advisor Group, L.L.C.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$11,390,000
Clients
67
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
67
Very HighAverage account size
$170,000
About
The firm provides discretionary portfolio management and integrated financial and retirement planning to individuals, high‑net‑worth clients, and small businesses, managing a modest book of client accounts. Its services also include periodic educational workshops offered at no additional charge and the use of third‑party subadvisors to implement chosen portfolio models.
Investment approach emphasizes strategic and active asset allocation grounded in Modern Portfolio Theory, supported by fundamental analysis, long‑term investing, and risk‑management techniques. The firm follows a structured 12/4/2 client service model with regular quarterly contacts and semiannual in‑depth reviews, and it typically operates with discretionary trading authority for implemented strategies.
What is distinctive for a solo independent adviser is that the principal is a licensed insurance agent and the firm may recommend annuities and other insurance products for which customary commissions may be received — an arrangement the brochure identifies as a potential conflict of interest. The firm also highlights client education as a core offering (no‑charge workshops) and notes the principal’s separate financial‑education social media activity; the brochure states these activities and related conflicts are disclosed and subject to supervisory review.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Occupation focus
Founder/Business Owner
Fee options
$0+: 1.5% annually $0+: 1.0% annually (if client opts out of 12/4/2 service model and prefers one meeting per year)
Receives usual and customary commissions for recommended insurance products (annuities, life, disability, health, long-term care) in addition to advisory fees
Fee-only: 1.5% annually standard fee; possible reduction to 1.0% annually
Main office location
Kinnect Advisor Group, L.L.C.
Kaysville UT, United States
Number of offices
1
Most active in
Kinnect Advisor Group, L.L.C. has reported serving >5 clients in these states in the last 12 months.
Utah
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
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.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
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