Connie Pearson
Values First Advisors · De Soto, Kansas
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.
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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 |
| Assets under management | $215.4M across 1,455 accounts |
| SEC registration | Investment adviser representative in KS, TX · CRD 4256942 |
| Exams passed | Series 63 (2001) · Series 65 (2010) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.valuesfirstadvisors.com |
How Connie's firm compares
- Values First Advisors's average account is about $148,000, from its Form ADV (assets managed divided by 1,455 accounts).
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Questions about Connie
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Values First Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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