Squire Wealth Advisors

CRD#117750
Investment Advisor Firm

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Learn more about Squire Wealth Advisors

  • Overview
  • By the Numbers
  • Products and Services
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Squire Wealth Advisors operates as a financial advisor firm that has its headquarters in Orem, Utah. The company controls $316.8 million in assets under management across 1,229 accounts, placing it in the mid-tier of investment advisory firms in the country by assets under management (AUM). The firm has a small team, including 13 financial advisors. Squire Wealth Advisors does not act as a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer company to do so. Securities are defined as tradable financial assets like bonds, stocks and options.

    Squire Wealth Advisors manages most of the company's accounts in a discretionary manner. Discretionary management is a structure in which an investment advisor makes buy and sell decisions for the client's account without requiring client approval. The firm also oversees six non-discretionary accounts with a total of $3.9 million in assets under management. The advisory firm's typical account size is $257,806. An average advisor at Squire Wealth Advisors oversees about 95 client accounts.

    Squire Wealth Advisors's central office is located at 1329 South 800 East, Orem, Utah 84097. Squire Wealth Advisors is legally permitted to provide services to customers across 4 states, including Arizona, Idaho, Texas and Utah.

    Assets Under Management

    $316.8 million

    Number of Advisors

    13

    Disclosures

    No

    Office Location

    1329 South 800 East
    Orem, UT 84097

    Squire Wealth Advisors by the Numbers

    Total Assets Under Management

    $316.8 million

    National Average: $8.6 billion
    Total Number of Employees

    13

    National Average: 64
    Total Number of Accounts

    1,229

    National Average: 375,227
    Average Account Size

    $257.8 thousand

    National Average: $23.0 thousand
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    Products and Services

    Squire Wealth Advisors provides a variety of financial services, which can consist of financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Notably, Squire Wealth Advisors did not provide any of its clients with financial planning services in the prior fiscal year. The company is not involved in selling products or offering services aside from investment advisory services to its investment advisory accounts. The firm is also affiliated with a number of other companies in the financial services industry, including with an accountant or accounting firm.

    Core Advisor Services

    • Offered by 31% of firms

      Financial Planning Services

      This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

    • Offered by 46% of firms

      Portfolio Management

      This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

    • Find a firm that offers this service

      Market Timing Services

      This is the practice of attempting to make short-term profits on investments by buying low and selling high.

    Other Services

    • Offered by 20% of firms

      Selection of Other Advisors

      This is the firm's assistance with choosing other advisors to work with who may have different specialties.

    • Find a firm that offers this service

      Publication of Periodicals

      This is the publication of various financial education materials.

    • Find a firm that offers this service

      Educational Seminars/Workshops

      This is the hosting of seminars or workshops to educate investors on financial concepts.

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    Fee Structure

    Financial advisory fees typically depend on the type of services provided. Fees charged by the company likely consist of the following fee structures: asset-based or hourly. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 21% of firms

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    Unavailable

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    The firm does business with a number of different customers. Squire Wealth Advisors provides services to retail investors, high net worth investors, pension plans, charitable organizations and corporations. Out of its 1,229 customers, Squire Wealth Advisors's biggest client by number of accounts is retail investors, though it also caters to 94 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 under management or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its accounts are from outside of the U.S.

    • High-Net-Worth Individuals* - 17.94%
    • Other Individuals - 63.36%
    • Corporations - 17.18%
    • Charitable Organizations - 1.53%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Squire Wealth Advisors does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Squire Wealth Advisors

    Camille Fox
    Orem, UT
    Mckay Lindsey
    Orem, UT
    Emma Brady
    Orem, UT
    Clayton Johnson
    Orem, UT
    Nathan Larsen
    Orem, UT
    Gregory Hyde
    Orem, UT
    Kadin Bullock
    Orem, UT
    David Archibald
    Orem, UT
    Julie Anderson
    Orem, UT

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    The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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