# Stephen Bauer

> Stephen Bauer is a fee-only financial advisor at Evergreen Financial Group LLC in West Jordan, Utah, who holds the CFP credential. Evergreen Financial Group LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/stephen-bauer/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Evergreen Financial Group LLC
- **Based in:** West Jordan, Utah
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $29.5M across 161 accounts
- **Credentials:** CFP
- **CRD:** 6603821 (https://adviserinfo.sec.gov/individual/summary/6603821)
- **SEC registration:** Investment adviser representative in UT
- **Exams passed:** Series 63 (2016), Series 66 (2019)
- **Firm size:** 3 employees
- **Disclosures:** None reported

## Frequently asked questions

### Is Stephen Bauer a fee-only financial advisor?

Yes. Stephen Bauer is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Stephen's firm.

### How does Stephen charge for financial advice?

Stephen's firm, Evergreen Financial Group LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Stephen Bauer based?

Stephen Bauer is based in West Jordan, Utah.

### What credentials does Stephen Bauer hold?

Stephen Bauer holds the CFP credential.

### Is Stephen Bauer registered with the SEC?

Yes. Stephen Bauer is registered as an investment adviser representative in UT (CRD 6603821), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Evergreen Financial Group LLC manage?

Evergreen Financial Group LLC reports $29.5M across 161 accounts in assets under management.

### How do I contact Stephen Bauer?

Contact details aren't on file yet. Search for Evergreen Financial Group LLC.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/stephen-bauer-bauer-32127): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.