Spencer Stephens (CFP®, MS)

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

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

Planning Specialties

Rooted Interest 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


This Office

4179 S 3100 E Salt Lake City, UT 84124-3070 Phone: (801) 896-4524