Stephen Spencer
Tingey Financial Group · Salt Lake City, Utah
Stephen Spencer is a fee-only financial advisor at Tingey Financial Group in Salt Lake City, Utah, who holds the CFA credential. Tingey Financial Group reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Tingey Financial Group |
|---|---|
| Based in | Salt Lake City, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $257.0M across 378 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in UT · CRD 4551629 |
| Firm size | 7 employees |
| Disclosures | None reported |
How Stephen's firm compares
- Tingey Financial Group's average account is about $680,000, from its Form ADV (assets managed divided by 378 accounts).
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Questions about Stephen
Is Stephen Spencer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and Tingey Financial 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, Tingey Financial Group, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Stephen Spencer based?
Stephen Spencer is based in Salt Lake City, Utah.
What credentials does Stephen Spencer hold?
Stephen Spencer holds the CFA credential.
Is Stephen Spencer registered with the SEC?
Yes. Stephen Spencer is registered as an investment adviser representative in UT (CRD 4551629), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Tingey Financial Group manage?
Tingey Financial Group reports $257.0M across 378 accounts in assets under management.
How do I contact Stephen Spencer?
Contact details aren't on file yet. Search for Tingey Financial Group.
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
- 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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