Firm
Newpark Wealth Management
Park City, Utah
Fee-only
Newpark Wealth Management at a glance
- One of 107 fee-only firms based in Utah in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 29 individual clients, 29 of them high net worth.
- Its average account is about $475,000 (assets it manages divided by its 124 accounts).
Fee-only advisors in Utah · What fee-only advisors charge in Utah
Facts
| Based in | Park City, Utah |
|---|---|
| Website | newparkwealth.com |
| Phone | (732) 740-1934 |
Newpark Wealth Management fees
Newpark Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $59 million |
| High-net-worth clients | 29 |
| Accounts managed | 124 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 286059 |