Spencer Stephens
CFP®
Rooted Interest
Founder and Financial Planner
Spencer Stephens
CFP®
Rooted Interest
Founder and Financial Planner
I believe that working with an independent, fee-only, CFP® professional like me is one of the best ways to achieve financial success, find peace of mind, and live your dreams. - Spencer Stephens, CFP®
Fee-Only financial planner located in Salt Lake City, UT, serving clients locally and across the country
Spencer Stephens is a Salt Lake City, UT fee-only financial planner. Rooted Interest provides comprehensive and objective financial planning and investment management services to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Spencer Stephens is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Spencer Stephens is a Salt Lake City, UT CERTIFIED FINANCIAL PLANNER™ and founder of Rooted Interest. He enjoys working with clients from all walks of life. He is an educator at heart and is passionate about helping others learn sound financial principles. He utilizes his background in psychology to help his clients understand how to achieve their goals and live their best lives.
Spencer enjoys spending time with his family, listening to podcasts/audiobooks, sports, and laughing.
"As an independent, fee-only, CERTIFIED FINANCIAL PLANNER™ I create a judgment-free environment, offer holistic advice, and educate my clients at an affordable price. As a fiduciary, you can rest assured that I am acting in your best interests and not trying to sell you insurance or investments. With my help, my clients recognize where they are now, envision where they want to be, and work to make their dreams become reality."
Spencer Stephens is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Rooted Interest is a fee-only, independent, financial planning firm. We offer affordable, transparent, and impactful services to those in need. Life is hard and finances can be stressful so we thrive on helping our clients find and live their best lives. We have helped many families find financial peace of mind while achieving their dreams.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Capped Fee Investment Management
- Comprehensive Financial Planning
- Retirement Income Planning
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Sudden Money Situations
- Novice Investors
Working Together
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Spencer Stephens is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Spencer Stephens is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Spencer Stephens is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Spencer Stephens is Quoted in Financial Planning Magazine: "Retirees say Social Security COLA is no match for inflation"
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Spencer Stephens is Quoted on BankRate.com: "Survey: Despite safety concerns, 64% of U.S. cardholders save their information online"
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Spencer Stephens is Quoted on Fatherly: "How Much House Can I Afford? Here’s What Home Buyers Should Know"
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Spencer Stephens is Quoted on BankRate.com: "Survey: 43% of parents pressured to overspend on back-to-school shopping"
Contact Spencer Stephens
Office Locations:
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4179 South 3100 East
Salt Lake City, UT 84124
