Clayton
Johnson
Squire Wealth Advisors
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About this Advisor
Clayton Johnson is a certified financial planner based out of Orem, Utah with a total of 3 years of relevant experience. Johnson is currently employed by Squire Wealth Advisors. Over the course of their career, Johnson has held roles at Brigham Young University, The Goodyear Tire & Rubber Co, Dbk Financial Counsel, LLC, Squire & Company, Pc and Squire Wealth Advisors. Johnson holds a Series 65 license, qualifying them as an investment advisor representative, and is able to work in Utah. Squire Wealth Advisors is a financial advisory firm that has its headquarters in Orem, UT. The investment advisory business has a total of 13 employees. It handles $317 million in assets under management between its 1,229 accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. The firm advises eight charitable organizations. Of its 1,229 client accounts, 18% are held by high-net-worth clients who have at least $1 million in investable assets. The business provides a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors are based on which services the firm provides the client. Fee types billed by Squire Wealth Advisors can consist of some combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Squire Wealth Advisors Brokerage Details
$316,843,041
13
1,229
$257,806
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Clayton Johnson Work History
Clayton has been registered as a financial advisor for 3 years.*
Squire & Company, Pc
Squire Wealth Advisors
Dbk Financial Counsel, LLC
The Goodyear Tire & Rubber Co
Brigham Young University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Clayton Johnson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Squire Wealth Advisors
Orem, UT
Orem, UT
Orem, UT
Orem, UT
Orem, UT
Orem, UT
Orem, UT
Orem, UT
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
