Stephen Goalen
Goalen Capital Advisors · Bountiful, Utah
Stephen Goalen is a fee-only financial advisor at Goalen Capital Advisors in Bountiful, Utah, who holds the CFP credential. Goalen Capital Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Goalen Capital Advisors |
|---|---|
| Based in | Bountiful, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Works virtually | Yes |
| Assets under management | $87.0M across 384 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OR, UT · CRD 5183532 |
| Exams passed | Series 65 (2008) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.goalencapital.com |
How Stephen's firm compares
- Goalen Capital Advisors's average account is about $227,000, from its Form ADV (assets managed divided by 384 accounts).
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Questions about Stephen
Is Stephen Goalen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and Goalen Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Stephen charge for financial advice?
Stephen's firm, Goalen Capital Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Does Stephen work with clients virtually?
Yes. Goalen Capital Advisors says on its website that it works with clients remotely.
Where is Stephen Goalen based?
Stephen Goalen is based in Bountiful, Utah.
What credentials does Stephen Goalen hold?
Stephen Goalen holds the CFP credential.
Is Stephen Goalen registered with the SEC?
Yes. Stephen Goalen is registered as an investment adviser representative in OR and UT (CRD 5183532), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Goalen Capital Advisors manage?
Goalen Capital Advisors reports $87.0M across 384 accounts in assets under management.
How do I contact Stephen Goalen?
Through Stephen's website, www.goalencapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Goalen Capital Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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