Stephen Bauer is a CFP-designated registered investment advisor at Evergreen Financial Group, based in Billings, MT, with 9 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 41 clients with $30M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 0.80% |
| $1.0M - $3.0M | 0.70% |
| $3M+ | 0.45% |
Fees are negotiable. Additional fees may be imposed if an Outside Manager is used. At no point will the combined fee charged to the Client exceed 2% of assets under management.
Fee Estimator
Contact
Stephen Bauer
Location
Billings, MT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Stephen is the Audio/Visual/Lighting Director at The Well Church since February 2025. This role takes nearly full-time, with a significant portion occurring during securities trading hours.
Employment History
Current Registrations
Evergreen Financial Group
Previous Registrations
Mercer Global Advisors INC.
TD Ameritrade, INC.Broker
Scottrade, INC.Broker
State Registrations1 state
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