Stephen Reeves
Private Advisory Group · Lehi, Utah
Stephen Reeves is a fee-only financial advisor at Private Advisory Group in Lehi, Utah, who holds the CFP credential. Stephen focuses on tax planning, estate & legacy planning and founders (pre-exit). Private Advisory Group reports charging a percentage of assets and performance-based fees on its Form ADV.
Request an introduction to Stephen →
Specialties
Who they serve
- Founders
- Executives
- Multi-generational families
Facts
| Firm | Private Advisory Group |
|---|---|
| Based in | Lehi, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Performance-based fees |
| Assets under management | $2.14B across 3,217 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in UT · CRD 4756320 |
| Exams passed | Series 65 (2004) |
| Firm size | 31 employees |
| Disclosures | None reported |
| Website | privateadvisory.com |
Request an introduction to Stephen
Tell Stephen a little about what you're looking for. Stephen isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Stephen
Is Stephen Reeves a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and Private Advisory Group 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, Private Advisory Group, reports charging a percentage of assets and performance-based fees on its SEC Form ADV.
Where is Stephen Reeves based?
Stephen Reeves is based in Lehi, Utah.
What does Stephen specialize in?
Stephen's specialties include tax planning, estate & legacy planning, founders (pre-exit) and family wealth transfer. Stephen works with founders, executives and multi-generational families.
What credentials does Stephen Reeves hold?
Stephen Reeves holds the CFP credential.
Is Stephen Reeves registered with the SEC?
Yes. Stephen Reeves is registered as an investment adviser representative in UT (CRD 4756320), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Private Advisory Group manage?
Private Advisory Group reports $2.14B across 3,217 accounts in assets under management.
How do I contact Stephen Reeves?
Through Stephen's website, privateadvisory.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
- Private Advisory Group 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.
See something wrong? Request a correction. Read our methodology.