Stephen Bauer
Evergreen Financial Group LLC · West Jordan, Utah
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.
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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 | $29.5M across 161 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in UT · CRD 6603821 |
| Exams passed | Series 63 (2016) · Series 66 (2019) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Profile |
How Stephen's firm compares
- Evergreen Financial Group LLC's average account is about $183,000, from its Form ADV (assets managed divided by 161 accounts).
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Questions about Stephen
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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