Matthew Syverson is a CFP-designated registered investment advisor at Sound Stewardship, LLC, based in Overland Park, KS, with 23 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 7 more. Their firm serves 190 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
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Fee Structure
Sound Stewardship provides investment management services to clients who also have an annual planning relationship. The firm manages investments on a discretionary basis, meaning they can make trades without asking you first. Sound Stewardship does not charge a separate fee for investment management, as it is included in the annual planning fee.
Contact
Matthew Syverson
Location
9101 W. 110th St., Suite 150, Overland Park, KS, 66210
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Sound Stewardship, LLC
Previous Registrations
American Express Financial Advisors, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
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