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Alex Stephen Knowles

1 Year of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningInsurance PlanningEstate PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
496 clients
Average Client Portfolio
$118K average
Assets Under Management
$58.6M

Fee Structure

Minimum Investment:None
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Location

701 S Main, Suite #400, Logan, UT, 84321

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Connect Financial Advisors
October 2025 - Present · 4 mos
Previous Registrations
Adams Wealth Advisors
August 2024 - August 2025 · 1 yr
State Registrations1 state
UT
Advisor
Exams
No exam information available for this advisor.