Stephen Bauer is a CFP-designated registered investment advisor at Evergreen Financial Group, based in West Jordan, UT, with 9 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Education Planning, and 7 more. Their firm serves 41 clients with $30M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 0.80% |
| $1.0M - $3.0M | 0.70% |
| $3M+ | 0.45% |
Fees are calculated using a blended method. Combined fee with outside managers will not exceed 2%. Fees are negotiable at the firm's discretion.
Fee Estimator
Contact
Stephen Bauer
Location
West Jordan, UT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Stephen is the Audio/Visual/Lighting Director at The Well Church since February 2025. This role takes nearly full-time, with a significant portion occurring during securities trading hours.
Employment History
Current Registrations
Evergreen Financial Group
Previous Registrations
Mercer Global Advisors INC.
TD Ameritrade, INC.Broker
Scottrade, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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