# Connie Pearson

> Connie Pearson is a fee-only financial advisor at Values First Advisors in De Soto, Kansas. Values First Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/connie-pearson/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Values First Advisors
- **Based in:** De Soto, Kansas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Works virtually:** Yes (firm's website)
- **Assets under management (firm):** $215.4M across 1,455 accounts
- **CRD:** 4256942 (https://adviserinfo.sec.gov/individual/summary/4256942)
- **SEC registration:** Investment adviser representative in KS, TX
- **Exams passed:** Series 63 (2001), Series 65 (2010)
- **Firm size:** 12 employees
- **Disclosures:** None reported
- **Website:** https://www.valuesfirstadvisors.com

## Frequently asked questions

### Is Connie Pearson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Connie holds no broker registration, and Values First Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Connie charge for financial advice?

Connie's firm, Values First Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Does Connie work with clients virtually?

Yes. Values First Advisors says on its website that it works with clients remotely.

### Where is Connie Pearson based?

Connie Pearson is based in De Soto, Kansas.

### Is Connie Pearson registered with the SEC?

Yes. Connie Pearson is registered as an investment adviser representative in KS and TX (CRD 4256942), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Values First Advisors manage?

Values First Advisors reports $215.4M across 1,455 accounts in assets under management.

### How do I contact Connie Pearson?

Through Connie's website, www.valuesfirstadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4256942): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://valuesfirst.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.