# Joseph Adair

> Joseph Adair is a fee-only financial advisor at Exponent Wealth in Orem, Utah, who holds the CFP credential. Exponent Wealth reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/joseph-adair/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Exponent Wealth
- **Based in:** Orem, Utah
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $110.4M across 464 accounts
- **Credentials:** CFP
- **CRD:** 7069793 (https://adviserinfo.sec.gov/individual/summary/7069793)
- **SEC registration:** Investment adviser representative in UT
- **Exams passed:** Series 65 (2020)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** https://www.crescerawealth.com/

## Frequently asked questions

### Is Joseph Adair a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Exponent Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Joseph charge for financial advice?

Joseph's firm, Exponent Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Joseph Adair based?

Joseph Adair is based in Orem, Utah.

### What credentials does Joseph Adair hold?

Joseph Adair holds the CFP credential.

### Is Joseph Adair registered with the SEC?

Yes. Joseph Adair is registered as an investment adviser representative in UT (CRD 7069793), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Exponent Wealth manage?

Exponent Wealth reports $110.4M across 464 accounts in assets under management.

### How do I contact Joseph Adair?

Through Joseph's website, www.crescerawealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7069793): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.