Matthew Syverson
Sound Stewardship, LLC · Overland Park, Kansas
Matthew Syverson is a fee-only financial advisor at Sound Stewardship, LLC in Overland Park, Kansas, who holds the CAP, CFP and CKA credentials.
- $285M
- Firm assets managed
- $261,000
- Firm's average account
- 2000
- First securities exam
What Matthew focuses on
How does Matthew's firm compare?
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Sound Stewardship, LLC's average account is about $261,000, from its Form ADV (assets managed divided by 1,089 accounts).
Questions about Matthew
Is Matthew Syverson a fee-only financial advisor?
Yes. Matthew Syverson is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Matthew's firm.
How does Matthew Syverson charge for financial advice?
Matthew Syverson charges a flat fee or retainer and an ongoing planning fee.
How much does Matthew Syverson charge?
According to Sound Stewardship, LLC's website, checked October 28, 2026: no asset minimum.
Where is Matthew Syverson based?
Matthew Syverson is based in Overland Park, Kansas.
What does Matthew Syverson specialize in?
Matthew Syverson's specialties include flat-fee planning.
What credentials does Matthew Syverson hold?
Matthew Syverson holds the CAP, CFP, CKA and AIF credentials.
Is Matthew Syverson registered with the SEC?
Yes. Matthew Syverson is registered as an investment adviser representative in KS and TX (CRD 4262528), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Sound Stewardship, LLC manage?
Sound Stewardship, LLC reports $284.6M across 1,089 accounts in assets under management.
How do I contact Matthew Syverson?
Through Matthew Syverson's website, soundstewardship.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| Firm | Sound Stewardship, LLC |
|---|---|
| Based in | Overland Park, Kansas |
| Fee model | Flat fee or retainer · Ongoing planning fee |
| Fees (firm's website) | No asset minimum |
| Assets under management | $284.6M across 1,089 accounts |
| Credentials | CAP · CFP · CKA · AIF |
| SEC registration | Investment adviser representative in KS, TX · CRD 4262528 |
| Exams passed | Series 66 (2000) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | soundstewardship.com |
| Profile |
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Other fee-only advisors in Overland Park
Other advisors in Kansas who focus on flat-fee planning
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Sound Stewardship, LLC 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 21, 2026.
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