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Spencer Webb

1 Year of Experience
Murray, UT
Sells Insurance

Spencer Webb is a registered investment advisor at Teton Wealth Group LLC, based in Murray, 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 Annuities, Business Owners, Charitable Giving, Estate Planning, and 7 more. Their firm serves 849 clients with $200M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
6 advisors
Number of Clients
849 clients
Average Client Portfolio
$240K average
Assets Under Management
$204.0M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable based on historical relationships, account composition, and asset size. Financial planning is included at no additional cost.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

764 E Winchester St. #100, Murray, UT, 84107

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Spencer is a licensed insurance agent with Teton Wealth Management since May 2024, spending a few hours per week on this activity. He holds appointments with various insurance companies for the sale of life insurance products.

Employment History
Current Registrations
Teton Wealth Group LLC
October 2024 - Present · 2 yrs
State Registrations1 state
UT
Advisor

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
No exam information available for this advisor.
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