Matthew Powers
A modern estate planning firm combining technology with expert attorney support
Steward · San Francisco, California
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.
Request an introduction to Matthew →
Specialties
Who they serve
- 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
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).
Services
- Estate Planning
- Education Planning
- Insurance Planning
- Liquidity & Exit Planning
- Retirement Planning
- Tax Strategy
- Trust Services
- Stock Option Planning
- Life Transition Planning
- Family Office Services
- Business Succession Planning
Facts
| Firm | Steward |
|---|---|
| Based in | San Francisco, California |
| Fee model | Flat fee or retainer |
| Assets under management | Under $25M |
| Firm founded | 2024 |
| Firm size | 6 - 20 employees |
| Investment approach | Blend of both |
| Firm size | 4 employees |
| Website | www.usesteward.com |
Request an introduction to Matthew
Tell Matthew a little about what you're looking for. Matthew isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Matthew
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Public advisor directory : listed as fee-only
- Steward website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 25, 2026.
See something wrong? Request a correction. Read our methodology.