# Connect Financial Advisors

> Connect Financial Advisors is a state-registered investment advisory firm, registered since 2022, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 321212
- Filed as: CONNECT FINANCIAL ADVISORS
- Legal name: Connect Financial, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/321212
- AdvisorCensus page: https://advisorcensus.com/firm/connect-financial-advisors-321212

## Quick answers

**How is Connect Financial Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Connect Financial Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Connect Financial Advisors registered with the SEC or a state?**
Connect Financial Advisors is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 321212.

**How much does Connect Financial Advisors manage?**
Connect Financial Advisors reports $66,758,952 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**What types of clients does Connect Financial Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (444); pension and profit sharing plans (but not the plan participants or government pension plans) (66); high net worth individuals (8).

**Does Connect Financial Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/321212

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $66,758,952
- Discretionary: $66,758,952
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 444 | $53,604,398 |
| High net worth individuals | 8 | $9,000,093 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 66 | $4,154,461 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2022 (4 years)
- Employees: 7 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, ID, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- connectfinancialadvisors.com
- Instagram @retirementmadesimple
- LinkedIn @connectfinancial
- LinkedIn @tylervanderbeek

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Connect Financial Advisors (CRD 321212): Form ADV filing data as of October 2026.