Wade
Watkins
Squire Wealth Advisors
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About this Advisor
Wade Watkins is a financial advisor based in Salt Lake City, Utah, working with Squire Wealth Advisors. Wade has previously held positions at Squire & Company, Pc, Squire Wealth Advisors, and Pinnock, Robbins, Posey & Richins. Wade has passed the Series 65 regulatory exam and is registered to provide services in Utah. Currently, Wade is part of Squire Wealth Advisors, which operates out of Salt Lake City, Utah. The firm has 1 office and 12 employees. The firm manages assets totaling $377.2 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Squire Wealth Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Squire Wealth Advisors Brokerage Details
$377,231,871
12
1,383
$272,763
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
Wade Watkins Work History
Squire Wealth Advisors
Squire & Company, Pc
Squire Wealth Advisors
Pinnock, Robbins, Posey & Richins
Disclosures
Please visit the SEC profile of Wade Watkins 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
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