Matthew Seppanen
Newpark Wealth Management · Park City, Utah
Matthew Seppanen is a fee-only financial advisor at Newpark Wealth Management in Park City, Utah, who holds the CFP credential. Matthew focuses on retirement planning. Newpark Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Newpark Wealth Management |
|---|---|
| Based in | Park City, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Fees (firm's website) | Typically works with clients with $1,000,000 or more |
| Accepting new clients | Yes |
| Assets under management | $59.0M across 124 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in UT · CRD 6133717 |
| Exams passed | Series 66 (2013) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | newparkwealth.com |
| Profile |
How Matthew's firm compares
- Newpark Wealth Management's average account is about $475,000, from its Form ADV (assets managed divided by 124 accounts).
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Questions about Matthew
Is Matthew Seppanen a fee-only financial advisor?
Yes. Matthew Seppanen is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Matthew's firm.
How does Matthew charge for financial advice?
Matthew's firm, Newpark Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does Matthew charge?
According to Newpark Wealth Management's website, checked October 28, 2026: typically works with clients with $1,000,000 or more.
Where is Matthew Seppanen based?
Matthew Seppanen is based in Park City, Utah.
What does Matthew specialize in?
Matthew's specialties include retirement planning. Matthew works with retirees and pre-retirees.
What credentials does Matthew Seppanen hold?
Matthew Seppanen holds the CFP credential.
Is Matthew Seppanen registered with the SEC?
Yes. Matthew Seppanen is registered as an investment adviser representative in UT (CRD 6133717), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Newpark Wealth Management manage?
Newpark Wealth Management reports $59.0M across 124 accounts in assets under management.
How do I contact Matthew Seppanen?
Through Matthew's website, newparkwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Newpark Wealth Management website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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