# Matthew Powers

> Matthew Powers is a fee-only financial advisor at Steward in San Francisco, California. Matthew charges a flat fee or retainer and focuses on crypto & digital assets, real estate investors and small business owners.

Page: https://find.wellspent.co/advisors/matthew-powers/
Built from public directory listings; last checked April 25, 2026.

## Facts

- **Firm:** Steward
- **Based in:** San Francisco, California
- **Fee model:** Flat fee or retainer
- **Assets under management (firm):** Under $25M
- **Specialties:** Crypto & digital assets, Real estate investors, Small business owners, Retirement planning, Family wealth transfer, Equity compensation, Estate & legacy planning
- **Works with:** High earners, Ultra high net worth, HENRY (High Earners, Not Rich Yet), Executives, Founders, Early-career professionals, Pre-retirees, Retirees, Multi-generational families, Real estate investors
- **Firm size:** 4 employees
- **Website:** www.usesteward.com

## About

Steward is a modern estate planning firm that combines technology with expert attorney support. Clients onboard with a personal Concierge and use an intuitive AI chat to enter their estate planning information. They then meet with an expert attorney to review their plan and to answer questions. Each plan is bespoke and costs a fraction of what typical estate planning does.

Steward also reviews and updates existing estate plans for clients and crafts complex tax planning solutions for clients (Special Needs Trusts, QSBS Trusts, ILITs).

## Frequently asked questions

### Is Matthew Powers a fee-only financial advisor?

Yes. Matthew Powers is listed in the public advisor directory (listed as fee-only).

### How does Matthew charge for financial advice?

Matthew charges a flat fee or retainer.

### Where is Matthew Powers based?

Matthew Powers is based in San Francisco, California.

### What does Matthew specialize in?

Matthew's specialties include crypto & digital assets, real estate investors, small business owners, retirement planning, family wealth transfer and equity compensation. Matthew works with high earners, ultra high net worth, HENRY (High Earners, Not Rich Yet), executives and founders.

### How much does Steward manage?

Steward reports Under $25M in assets under management.

### How do I contact Matthew Powers?

Through Matthew's website, www.usesteward.com.

## Sources

- Public advisor directory: listed as fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://usesteward.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.