Julie Anderson
Squire Wealth Advisors · Orem, Utah
Julie Anderson is a fee-only financial advisor at Squire Wealth Advisors in Orem, Utah, who holds the PFS credential. 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 |
| Credentials | PFS |
| SEC registration | Investment adviser representative in UT · CRD 4889183 |
| Exams passed | Series 65 (2004) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.squireinvestment.com |
How Julie'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 Julie
Is Julie Anderson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Julie 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 Julie charge for financial advice?
Julie's firm, Squire Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Julie Anderson based?
Julie Anderson is based in Orem, Utah.
What credentials does Julie Anderson hold?
Julie Anderson holds the PFS credential.
Is Julie Anderson registered with the SEC?
Yes. Julie Anderson is registered as an investment adviser representative in UT (CRD 4889183), 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 Julie Anderson?
Through Julie'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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