Matthew Powers
Powers Advisory Group · Highland, Illinois
Matthew Powers is a fee-only financial advisor at Powers Advisory Group in Highland, Illinois. Matthew focuses on retirement planning and estate & legacy planning. Powers Advisory Group reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | Powers Advisory Group |
|---|---|
| Based in | Highland, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $329.5M across 1,603 accounts |
| SEC registration | Investment adviser representative in IL, MO, TX · CRD 4601124 |
| Exams passed | Series 63 (2003) · Series 65 (2005) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.powersinvest.com |
| Profile |
How Matthew's firm compares
- Powers Advisory Group's average account is about $206,000, from its Form ADV (assets managed divided by 1,603 accounts).
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Questions about Matthew
Is Matthew Powers a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Powers Advisory Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Matthew charge for financial advice?
Matthew's firm, Powers Advisory Group, reports charging a percentage of assets on its SEC Form ADV.
Where is Matthew Powers based?
Matthew Powers is based in Highland, Illinois.
What does Matthew specialize in?
Matthew's specialties include retirement planning and estate & legacy planning.
Is Matthew Powers registered with the SEC?
Yes. Matthew Powers is registered as an investment adviser representative in IL, MO and TX (CRD 4601124), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Powers Advisory Group manage?
Powers Advisory Group reports $329.5M across 1,603 accounts in assets under management.
How do I contact Matthew Powers?
Through Matthew's website, www.powersinvest.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Powers Advisory Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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