# Phillip Peine

> Phillip Peine 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.

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

## Facts

- **Firm:** Squire Wealth Advisors
- **Based in:** Orem, Utah
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $586.7M across 1,537 accounts
- **Credentials:** PFS
- **CRD:** 8214749 (https://adviserinfo.sec.gov/individual/summary/8214749)
- **SEC registration:** Investment adviser representative in UT
- **Firm size:** 15 employees
- **Disclosures:** None reported
- **Website:** http://www.squireinvestment.com

## Frequently asked questions

### Is Phillip Peine a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Phillip 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 Phillip charge for financial advice?

Phillip's firm, Squire Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Phillip Peine based?

Phillip Peine is based in Orem, Utah.

### What credentials does Phillip Peine hold?

Phillip Peine holds the PFS credential.

### Is Phillip Peine registered with the SEC?

Yes. Phillip Peine is registered as an investment adviser representative in UT (CRD 8214749), 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 Phillip Peine?

Through Phillip's website, www.squireinvestment.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8214749): 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

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