Squire Wealth Advisors fees and pricing

Financial planner in Orem, Utah. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 23, 2026, Squire Wealth Advisors charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $300/hr; “8 Classification Approved Outside Entities Financial planning fees will be charged on either an hourly basis at the rate of $300 per hour or we may request a retainer to initiate financial planning and consulting services.”

Payment and refund terms, quoted from the fee section of the brochure.

“New accounts are charged a prorated fee for the remainder of the quarter in which the account is incepted (date of first trade).”
“Upon Client termination, the Firm’s fees can be prorated to the effective date of termination.”
“Client will receive a refund of any fees paid but not yet earned through the effective date of termination and thirty (30) day notice period.”

Its hourly rate of $300 is above the Utah median of $200. 79% of the 78 other Utah planners that publish an hourly rate charge less.
2 of the 2 other planners in Orem that publish an hourly rate charge less.

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.25% a year
Clients: 539
Employees: 15
Works with: Individuals, high net worth individuals, pension and profit sharing plans, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
Assets managed: $586,722,649
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 117750
Website: squireinvestment.com (opens in new tab)
Phone: (801) 226-7722

Can advise clients in 7 states: Arizona, California, Idaho, Nebraska, New York, Texas, Utah

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.