Matthew Thomas Hopkins
Advisor at Squire Wealth Advisors — Orem, UT
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.
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.
Credentials
Series 65
Experience Industry experience
1 year
Location
Orem, UT 84097
Squire Wealth Advisors
Team
Total advisors
12Clients per advisor
45 LowAvg AUM per client
$795,451 LowHNW client ratio
37% TypicalMatthew Hopkins is a financial advisor at Squire Wealth Advisors in Orem, UT, holding a Series 65 credential with one year of industry experience. Prior to joining Squire Wealth Advisors, he worked at Bridge Investment Group and studied at Brigham Young University. Squire Wealth Advisors provides investment management, financial planning, and retirement plan advisory services to a range of clients including individuals, trusts, charitable organizations, and small businesses. The firm follows an evidence-based, buy-and-hold investment philosophy grounded in Modern Portfolio Theory and utilizes diversified mutual funds and ETFs, supported by proprietary portfolio modeling and third-party solutions.
Based on Squire Wealth Advisors
Based on Squire Wealth Advisors
$0 - $500,000: 1.25% $500,001 - $1,000,000: 0.90% $1,000,001 - $5,000,000: 0.70% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.40%
$300 per hour for financial planning services
Account minimum: $250,000 Minimum fee: $3,000 per year for investment management clients Fee-only: Financial planning services at $300 per hour or retainer fees; fees billed quarterly for retainer clients
Orem, UT
1329 South 800 East
Orem UT 84097
Advisors at this office
12
Utah
1 year of industry experience
Squire Wealth Advisors
2024 - Present • 2 years
Orem, UT
Bridge Investment Group
2022 - 2023 • 1 year
Sandy, UT
Brigham Young University
2020 - 2024 • 4 years
Provo, UT
UnEmployed
2015 - 2020 • 5 years
Provo, UT
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not 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.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)