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Spencer Stephens (CFP®, MS)

Spencer Stephens focuses in the
following client markets or areas of practice:

  • AUM
  • Baby Boomers
  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Fixed Fee (Subscription, Retainer, etc.)
  • High Net Worth Client Needs

Planning Specialties

Five Financial Planning is a fee-only, independent, financial planning firm.  We offer affordable, transparent, and impactful services to those in need.  Life is hard and finances can be stressful so we thrive on helping our clients find and live their best lives.  We have helped many families find financial peace of mind while achieving their dreams.

NAPFA Start Date

November 22, 2017

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

2825 E Cottonwood Parkway Suite 500 Salt Lake City, UT 84121 Phone: (801) 896-4524
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