Spencer Kenley is a registered investment advisor at 114th Financial Lc, based in South Jordan, UT, with 1 years of industry experience. Spencer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Tax Planning. Their firm serves 7 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fee Estimator
Location
South 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
Spencer works as a self-employed sole proprietor providing compliance consulting for investment advisors since January 2024. This activity involves conducting compliance reviews and takes a few hours per week.
Employment History
Current Registrations
114th Financial Lc
State Registrations1 state
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