Connected Financial Strategies LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Connected Financial Strategies LLC offers investment advisory, financial planning, and retirement-plan advisory services to a range of client types including individuals, high-net-worth individuals, trusts, estates, businesses, and retirement plans. The firm’s brochure notes it was recently registered as an investment adviser and, as filed, reports no assets under management or client accounts, indicating it is at an early stage of advisory operations.
The firm provides discretionary portfolio management that is customized to client objectives and typically constructed with exchange-traded funds, supplemented by mutual funds, individual securities, and cash positions as needed; it uses both fundamental and technical analysis and generally takes a long-term orientation while permitting shorter-term trading for rebalancing or client needs. CFS also offers written financial plans or ad-hoc consultations, may implement portions of portfolios through unaffiliated independent managers with ongoing oversight, and serves as an ERISA fiduciary when advising retirement plans.
Noteworthy features for a small, two-advisor firm include a formal 3(21) retirement-plan service offering and an institutional relationship with a custodial/platform provider that supplies software and support to the adviser. The brochure also discloses that firm principals are licensed insurance professionals who may earn separate commission income (reported as under 5% of time), and that the adviser does not accept custody of client assets aside from authorized fee deductions — details that differentiate it from many peers.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.15% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.85% $3,000,001 - $5,000,000: 0.70% $5,000,001 - $10,000,000: 0.60% $10,000,001+: 0.50%
Fee-only: Financial planning monthly fees range from $200 to $833 per month; annual fees range from $2,400 to $10,000 per year. Retirement plan advisory fees are charged up to 0.30% annually.
Main office
See officeAllendale MI
Advisors at this office
1
Most active in
Michigan
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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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.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Logan F
Series 63, Series 65
Dorr, MI
Connected Financial Strategies LLC
Logan Fields is a financial advisor with Connected Financial Strategies LLC, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Connected Financial Strategies in 2026, he worked at Eagle Strategies and NYLIFE Securities LLC from 2023 to 2026, and Brookstone Capital Management from 2021 to 2023. He operates under the DBA name of Connected Financial Strategies, LLC for the purpose of selling New York Life products and services. Connected Financial Strategies LLC provides investment advisory, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management primarily using exchange-traded funds, supplemented by mutual funds, individual securities, and cash, employing both fundamental and technical analysis with a long-term orientation.
Jordan A
Series 63, Series 66
Allendale, MI
Connected Financial Strategies LLC
Jordan Alvarez is a financial advisor with Connected Financial Strategies LLC in Allendale, MI, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He previously worked at Eagle Strategies LLC and NYLIFE Securities LLC. Outside of his advisory role, Alvarez coaches wrestling for Jenison public schools. Connected Financial Strategies LLC provides investment advisory, financial planning, and retirement-plan services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers customized discretionary portfolio management using ETFs, mutual funds, individual securities, and cash, employing both fundamental and technical analysis with a generally long-term approach.
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