SC
CFP
SC
CFP

Spencer David Cazier

7 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
1,804 clients
Average Client Portfolio
$256K average
Assets Under Management
$462.6M

Fee Structure

Minimum Investment:$250K
Financial Planning:Charged separately
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Location

1830 East 3100 North, Suite A, Layton, UT, 84040

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Spencer is an agent at Allegis Advisor Group, LLC, an insurance agency, since 2019. This activity requires minimal time.

Employment History
Current Registrations
Navigate Private Wealth, LLC
June 2018 - Present · 7 yrs 8 mos
State Registrations1 state
UT
Advisor
Exams
No exam information available for this advisor.
Spencer David Cazier - Financial Advisor | TrueAdvisor