Matthew Walker
Advisor at Interwise
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Matthew Walker is a financial advisor at Interwise with 12 years of industry experience. He holds a Series 65 designation and has worked at Valued Wealth Advisors and Independent Financial Group. Outside of financial advising, he is involved in developing and managing assisted living facilities through multiple business ventures and serves as a mortgage loan officer. Interwise serves individuals, trusts, employer retirement plans, and business entities by providing discretionary asset management, retirement plan consulting, and financial planning. The firm builds tailored, diversified portfolios using a mix of individual securities, managed accounts, and alternative investments, supplementing in-house management with third-party relationships and maintaining a comprehensive review process.
Client services
Based on Interwise
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Based on Interwise
Annuities
Private / alternative investments
Real estate investing
Retirement plans for business owners (SEP, solo 401k)
Retirement income strategy
Fee options
Flat fees for financial planning and consulting services, not to exceed $25,000
Hourly fees for financial planning and consulting services (specific amounts not stated)
Account minimum: $500,000 Fee-only: Flat fees up to $25,000; hourly fees (specific amounts not stated)
Location
3115 East Lion Lane, Suite 160
Holladay, UT 84121
Most active in
Matthew W has reported serving >5 clients in these states in the last 12 months.
Utah
Work history
Valued Wealth Advisors, LLC
2021 - Present (5 years)
Independent Financial Group, LLC
2013 - 2023 (10 years)
Walker Development / Abbington Senior Living
2011 - Present (15 years)
Disability Advisors
2009 - 2019 (10 years)
Intercap Lending
2007 - Present (19 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Branden V
Series 63, Series 65
Salt Lake City, UT
Steward Financial Services, LLC
Jaron P
CFP®, Series 63, Series 65
Salt Lake City, UT
JHP Planning, LLC
Joseph T
Series 63
Draper, UT
Affiliated Investment Advisors, Inc.
Trevor P
Series 63, Series 65
Draper, UT
Phibbs Financial
Christopher C
CFP®, ChFC®, Series 63, Series 66
Cottonwood Heights, UT
Twin Peaks Wealth Management LLC
Ronald M
Series 63, Series 65
Cottonwood Heights, UT
Planned Security Advisors LLC
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