Newpark Wealth Management fees
Financial planner in Park City, Utah. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, Newpark Wealth Management (Park City, UT) charges a flat or project fee of up to $25,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change.
- Flat or project fee
- Up to $25,000
Can go up to $25,000; the Utah median is $3,400.
“A one-time, fixed financial planning fee of up to $25,000 may be charged for the full financial plan which becomes the basis for the creation and management of the investment advisory portfolio services.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2016 (10 years)
How Newpark Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are prorated for contributions, and for relationships that begin at any time other than the start of a quarterly billing cycle based on the number of days during the period when services are provided.”
- “An account may be terminated with written notice from the client at any time and fees charged for that quarter will be prorated for the days of service provided and refunded.”
- “Clients may terminate their contracts without penalty, for full refund, within 5 business days of signing our written advisory agreement.”
About Newpark Wealth Management
- Principal: Matthew Seppanen
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees and a percentage of assets under management
- Clients
- 29
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $59 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 31, 2026
- CRD number
- 286059 (opens in new tab)
- Phone
- (435) 565-4410
Other planners in Park City that publish fees
- Echelons Capital, LLCPark CityFlat $3,000-$10,000
- Grinnell Capital, LLCPark CityFlat $1,250
More planners in Utah that publish fees
- Stonecreek Wealth AdvisorsSouth JordanMonthly $97/mo
- Harvest Lane Investment Partners, LLC.SandyHourly $275/hr
- Slope Advisors LLCLehiFlat $750-$2,500
- Loyal Wealth Management LLCAmerican ForkHourly $100/hr
- Focal Point Financial Planning, LLCPleasant GroveHourly $150/hr
- RFK Capital ManagementSandyFlat $4,500
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.