Connor Gaffney is a CFP-designated registered investment advisor at Advisory Alpha, LLC, based in Plymouth, MI, with 7 years of industry experience. Connor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 13,831 clients with $4.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.70% |
Asset-based fees range from 0.10% to 1.70% depending on the services provided and are negotiable. Clients electing Direct Series model portfolios are assessed an additional 0.10% technology trading fee.
Fee Estimator
Location
107 S Main St, Plymouth, MI, 48170
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Connor operates under the DBA Evangelista & Associates for his LPL business. This activity takes Connor full-time hours.
Employment History
Current Registrations
Advisory Alpha, LLC
Previous Registrations
LPL Financial LLCBroker
Cg Advisory Services
Plante Moran Financial Advisors
Simplicity Wealth
Advisory Alpha, LLC
State Registrations1 state
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.
Exams
More Advisors
- Brian Dover, CFPEdward Jones
- Haley Hernandez, CFPSavant Wealth Management
- Kevin Mcdevitt, CFPUBS Financial Services INC.
- Sara Rogozan-Deal, CFPCitizens Securities, INC.
- Donald Wylin, CFPSavant Wealth Management
- Erik Ringo, CFAAutumn Financial Advisors, LLC