Matthew Roberts
Syverson Strege · West Des Moines, Iowa
Matthew Roberts is a fee-only financial advisor at Syverson Strege in West Des Moines, Iowa, who holds the CFP credential. Syverson Strege reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Matthew →
Facts
| Firm | Syverson Strege |
|---|---|
| Based in | West Des Moines, Iowa |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $910.8M across 1,979 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IA · CRD 6300103 |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.onlyworkforyou.com |
How Matthew's firm compares
- Syverson Strege's average account is about $460,000, from its Form ADV (assets managed divided by 1,979 accounts).
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 Roberts a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Syverson Strege 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, Syverson Strege, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Matthew Roberts based?
Matthew Roberts is based in West Des Moines, Iowa.
What credentials does Matthew Roberts hold?
Matthew Roberts holds the CFP credential.
Is Matthew Roberts registered with the SEC?
Yes. Matthew Roberts is registered as an investment adviser representative in IA (CRD 6300103), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Syverson Strege manage?
Syverson Strege reports $910.8M across 1,979 accounts in assets under management.
How do I contact Matthew Roberts?
Through Matthew's website, www.onlyworkforyou.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
- 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.
See something wrong? Request a correction. Read our methodology.