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THRIVE WITH FIVE

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FIDUCIARY

Our advice is in the best interest of our clients, 100% of the time.

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CERTIFIED FINANCIAL PLANNER™

Professional advice from the highest standard in financial planning. 

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FEE-ONLY

We are only paid by our clients and cannot receive commissions of any kind.

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INDEPENDENT

We do what is right for our clients, not because someone tells us to.

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CONVENIENT MEETINGS

 Accomplish more and drive less with virtual meetings. In-person meetings are available for clients in the Salt Lake City area.

Spencer Stephens, CFP®, MS

Based in Salt Lake City, Utah, Spencer Stephens is a CERTIFIED FINANCIAL PLANNER™. Spencer offers holistic advice at an affordable price. He helps clients recognize where they are now, envision where they want to be, and work to make their dreams become reality.  

Spencer Stephens, CFP, MS Fee only fiduciary

See Spencer featured in:

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Contact Us

spencer@fivefp.com

801-896-4524

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Affiliations

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DFA Dimensional Fund Advisors Invesmenst Mutual funds CFP Certified Financial Planner Fee only fiduciary
CFP Certified Financial Planner Fee only
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NAPFA
FAAM First Ascent Asset Management
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