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Advisor

Wayne Barben

Squire Wealth Advisors · Orem, Utah

Wayne Barben 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.

Percentage of assetsHourlyFixed fees Fee-only PFS

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Facts

FirmSquire 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
CredentialsPFS
SEC registration Investment adviser representative in UT · CRD 4896531
Exams passedSeries 65 (2005)
Firm size15 employees
Disclosures None reported
Websitewww.squireinvestment.com

How Wayne's firm compares

  • Squire Wealth Advisors's average account is about $382,000, from its Form ADV (assets managed divided by 1,537 accounts).

What fee-only advisors charge in Utah

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Questions about Wayne

Is Wayne Barben a fee-only financial advisor?

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

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

Where is Wayne Barben based?

Wayne Barben is based in Orem, Utah.

What credentials does Wayne Barben hold?

Wayne Barben holds the PFS credential.

Is Wayne Barben registered with the SEC?

Yes. Wayne Barben is registered as an investment adviser representative in UT (CRD 4896531), 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 Wayne Barben?

Through Wayne'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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