Firm
Squire Wealth Advisors
Orem, Utah
Fee-only
Squire Wealth Advisors at a glance
- One of 107 fee-only firms based in Utah in the Wellspent graph.
- 12 advisors are listed here; 6 of 12 hold the PFS.
- Its Form ADV reports 15 employees and 539 individual clients, 197 of them high net worth.
- Its average account is about $382,000 (assets it manages divided by its 1,537 accounts).
Fee-only advisors in Utah · What fee-only advisors charge in Utah
Facts
| Based in | Orem, Utah |
|---|---|
| Website | squireinvestment.com |
| Phone | (801) 226-7722 |
Squire Wealth Advisors fees
Squire Wealth Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $587 million |
| Individual clients | 342 |
| High-net-worth clients | 197 |
| Accounts managed | 1,537 |
| Employees | 15 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-78495) |
| Financial planning | Offered |
| Form ADV filed | March 23, 2026 |
| SEC record | CRD 117750 |