Clayton Johnson (CFP®)

Clayton Johnson focuses in the
following client markets or areas of practice:

  • AUM
  • Business Owners
  • Fixed Fee (Subscription, Retainer, etc.)
  • High Net Worth Client Needs
  • Retirement Plan Investment Advice
  • Tax Planning

Planning Specialties

Clayton Johnson is a wealth advisor at Squire Wealth Advisors, an independent, fee-only registered investment advisory firm serving as a fiduciary for you. Clayton is passionate about helping others navigate complex financial and life decisions to achieve peace of mind and live the life they want now and in the future. He primarily helps: - Business owners seeking ways to build their wealth and reduce their taxes. - Tech professionals & executives trying to maximize the after-tax return on their RSUs and other forms of equity compensation. - Individuals and families seeking guidance on the financial and emotional complexities of preparing for retirement. - High-Net-Worth families seeking to preserve their wealth and establish a legacy.

Additional Information

Clayton serves as a board member for the Utah Valley Estate Planning Council, an organization committed to expanding estate planning knowledge and expertise. He also serves as a board member for International Jumuiya, a non-profit organization dedicated to providing critical resources to underprivileged students, refugees, and families. Outside of work, he enjoys playing and coaching volleyball, backpacking with his wife, and helping his three daughters get into as much trouble as possible.

NAPFA Start Date

May 12, 2022

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

1329 South 800 East Orem, UT 84097 Phone: (801) 533-0409