Advisor at Goalen Capital Advisors, LLC
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Firm
Goalen Capital Advisors, LLC
Location
Bountiful, UT 84010
Credentials
CFP®, Series 65
Industry experience
15 years
Stephen Goalen is a CFP® and holds a Series 65 license with 15 years of industry experience. He is the principal of Goalen Capital Advisors, LLC, where he has worked since 2021. His prior experience includes roles at Merit Wealth Management, Goalen Financial Advisors, and Jacobsen Capital. Goalen is also a passive equity shareholder in two companies, Battalion Bags, LLC and Klean Freak, LLC. Goalen Capital Advisors, LLC provides investment management, comprehensive financial planning, and retirement-plan consulting to individuals, trusts, foundations, and employer-sponsored retirement plans. The firm emphasizes ERISA-aware fiduciary services and ongoing support for corporate retirement plans, offering discretionary portfolio management alongside non-discretionary recommendations on private funds.
$3,000 for basic financial plan; up to $10,000 for comprehensive financial plan
$0.00 - $1,000,000: 1.00% Next $4,000,000 - $5,000,000: 0.75% $5,000,000 - $10,000,000: 0.50% Over $10,000,000+: Negotiable
$150 per hour for financial planning updates and reviews
380 N 200 W, 201
Bountiful, UT 84010
Oregon · Utah
Goalen Capital Advisors, LLC
2021 - Present (5 years)
Merit Wealth Management, LLC
2019 - 2021 (2 years)
Goalen Financial Advisors, LLC
2017 - 2019 (2 years)
Jacobsen Capital
2008 - 2019 (11 years)
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Real estate agent
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Other specialized services
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