Joseph Adair
Exponent Wealth · Orem, Utah
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.
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Facts
| Firm | Exponent Wealth |
|---|---|
| Based in | Orem, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $110.4M across 464 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in UT · CRD 7069793 |
| Exams passed | Series 65 (2020) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.crescerawealth.com |
| Profile |
How Joseph's firm compares
- Exponent Wealth's average account is about $238,000, from its Form ADV (assets managed divided by 464 accounts).
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Questions about Joseph
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.
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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