Wade Watkins
Squire Wealth Advisors · Salt Lake City, Utah
Wade Watkins is a fee-only financial advisor at Squire Wealth Advisors in Salt Lake City, Utah. 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 | Salt Lake City, 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 UT · CRD 7510369 |
| Exams passed | Series 65 (2022) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.squireinvestment.com |
How Wade'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 Wade
Is Wade Watkins a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Wade 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 Wade charge for financial advice?
Wade's firm, Squire Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Wade Watkins based?
Wade Watkins is based in Salt Lake City, Utah.
Is Wade Watkins registered with the SEC?
Yes. Wade Watkins is registered as an investment adviser representative in UT (CRD 7510369), 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 Wade Watkins?
Through Wade'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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