David Archibald
Squire Wealth Advisors · Orem, Utah
David Archibald is a fee-only financial advisor at Squire Wealth Advisors in Orem, Utah. Squire Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Squire Wealth Advisors |
|---|---|
| Based in | Orem, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $586.7M across 1,537 accounts |
| SEC registration | Investment adviser representative in UT · CRD 6428399 |
| Exams passed | Series 65 (2014) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.squireinvestment.com |
How David's firm compares
- Squire Wealth Advisors's average account is about $382,000, from its Form ADV (assets managed divided by 1,537 accounts).
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Questions about David
Is David Archibald a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Squire Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Squire Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Archibald based?
David Archibald is based in Orem, Utah.
Is David Archibald registered with the SEC?
Yes. David Archibald is registered as an investment adviser representative in UT (CRD 6428399), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Squire Wealth Advisors manage?
Squire Wealth Advisors reports $586.7M across 1,537 accounts in assets under management.
How do I contact David Archibald?
Through David's website, www.squireinvestment.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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