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Stephen Jeffrey Hazel

Farther

San Francisco, CA

Tempe, AZ

CRD 5581727

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Employer firm

Farther CRD 302050

$16.0B regulatory AUM 450 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Farther

345 California Street Suite 600, San Francisco, CA 94104 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-01-12
  • AZ RA
    APPROVED
    Since 2026-01-12

Branch Locations

345 California Street Suite 600, San Francisco, CA 94104 • United States

1611 E Warner Road Suite 4, Tempe, AZ 85284 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hazel Financial, Plc Dba Magnificent Life Financial Planning Tempe AZ 02/2014 03/2026
Farther Tempe AZ 12/2025 Present
  • 02/2014 → 03/2026
    Hazel Financial, Plc Dba Magnificent Life Financial Planning
    Tempe, AZ
  • 12/2025 → Present
    Tempe, AZ
Previous Registrations
  • 2014-03-26 → 2026-03-05
    Magnificent Life Financial Planning
    Tempe, AZ
    Tempe, AZ
    Tempe, AZ
    Scottsdale, AZ
    Tempe, AZ
  • 2009-04-21 → 2014-02-06
    Msi Financial Services, Inc.
    Tempe, AZ
    Tucson, AZ
    Tempe, AZ
Other Businesses

Name of other business: Foundation Tax Advisors LLC; Is business Investment related: No; Address of other business: 1611 E Warner Road, Suite 4, Tempe, AZ 85284; Nature of other business: Tax preparation/Filing; Your position: Owner; Start date of relationship: 11/2025; Approx. # of hours /month devote to other business: 80 (during tax season); Number of hours devoted to other business during securities trading hours: 2; Briefly describe duties: Input data, verify integrity of data, file the tax return. Name of other business: BoyerHazel & Co LLC; Is business Investment related: No; Address of other business: 1611 E Warner Road, Suite 4, Tempe, AZ 85284; Nature of other business: Administrative Services; Your position: Owner; Start date of relationship: 01/2024; Approx. # of hours /month devote to other business: 1; Number of hours devoted to other business during securities trading hours: 0. Independent Insurance Agent; not investment-related; started 01/2024; approximately 0 hours per month, 0 hours during securities trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-12-03
  • S66 Uniform Combined State Law Examination
    2008-12-03
Designations
  • Certified Financial Planner
Other Names
  • Steve Hazel
  • Stephen J. Hazel

View on SEC IAPD

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