Form CRS (Client Relationship Summary)
We are required to provide you our Form CRS (Client Relationship Summary or Form ADV Part 3). This is a two-page document that is a new regulatory disclosure that we are required to file with the Securities and Exchange Commission. Below is a link to our Form CRS. Also, below is a link to Buckingham Strategic Partners’ Form CRS due to their role as a sub-advisor or turnkey asset management provider for our investment advisory firm.
Please review these documents at your convenience and contact us if you have any questions.
Squire Wealth Advisors’ Form CRS