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How does the advisor help clients – Key Takeaways:

SQUARE ADVISORS, LLC is a leading financial advisory firm that helps clients achieve their financial goals through customized and strategic planning. With a team of experienced and knowledgeable financial advisors, they provide personalized solutions to meet the unique needs of each client. They offer a wide range of financial services and cater to a diverse client base, making them a trusted and reliable partner for all financial needs.

Facts and Insights

Founded in 2008, SQUARE ADVISORS, LLC has been serving clients for over a decade. In this time, they have become one of the most reputable and sought-after financial advisory firms in the industry. They currently have over $5 billion in assets under management, and their team of advisors has an average of 20 years of industry experience. This extensive knowledge and expertise allow them to provide sound financial advice and deliver successful outcomes for their clients.

Assets Under Management, Number of Advisors and Time in Business:

Assets Under Management Number of Advisors Time in Business
$5+ billion 50+ Over 10 years

Financial Services Offered

SQUARE ADVISORS, LLC offers a comprehensive range of financial services to help clients achieve their financial goals. These services include investment management, retirement planning, tax planning, estate planning, risk management, and more. With a client-centric approach, their team of advisors works closely with each client to create a customized financial plan tailored to their unique circumstances and objectives.

Client Types

SQUARE ADVISORS, LLC serves a diverse client base, including individuals, families, small business owners, and corporations. Their services are designed to meet the needs of clients at various stages of their financial journey, from building wealth to protecting assets and planning for retirement. They are committed to building long-term relationships with their clients and adjusting their strategies to align with changing goals and circumstances.

Fees & Compensation

As a fee-only advisory firm, SQUARE ADVISORS, LLC does not receive commissions or compensation from third parties for recommending specific products or services. Their fees are based on a percentage of the assets under management, providing clients with a transparent and conflict-free fee structure. This ensures that their clients’ interests are always the top priority, and the advisors’ compensation is directly tied to their clients’ investment success.


SQUARE ADVISORS, LLC was founded by a team of financial experts who shared a common vision and passion for helping clients achieve financial success. With a focus on client-centric approaches, they have built a reputation for delivering exceptional service and results. Their commitment to continuous learning and staying up-to-date with industry trends and changes allows them to offer innovative solutions and stay ahead in an ever-evolving financial landscape.

Financial Advisor Disclosures to Know

As a financial advisor, SQUARE ADVISORS, LLC adheres to the highest ethical standards and practices. They are registered with the Securities and Exchange Commission (SEC) and are held to fiduciary standards, meaning they are legally bound to act in the best interests of their clients. They have a strict code of conduct and disclose any potential conflicts of interest to their clients, providing transparency and trust in their client relationships.

Company Information

Main Office

Mail Office

Other Information

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