Dwayne Asay
Squire Wealth Advisors · Orem, Utah
Dwayne Asay 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.
Request an introduction to Dwayne →
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 TX, UT · CRD 4752392 |
| Exams passed | Series 65 (2018) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.squireinvestment.com |
| Profile |
How Dwayne's firm compares
- Squire Wealth Advisors's average account is about $382,000, from its Form ADV (assets managed divided by 1,537 accounts).
Request an introduction to Dwayne
Tell Dwayne a little about what you're looking for. Dwayne isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Dwayne
Is Dwayne Asay a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Dwayne 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 Dwayne charge for financial advice?
Dwayne's firm, Squire Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Dwayne Asay based?
Dwayne Asay is based in Orem, Utah.
Is Dwayne Asay registered with the SEC?
Yes. Dwayne Asay is registered as an investment adviser representative in TX and UT (CRD 4752392), 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 Dwayne Asay?
Through Dwayne'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.
See something wrong? Request a correction. Read our methodology.