MP
CFP
MP
CFP

Matthew Power

29 Years of Experience
Bethesda, MD
Broker

Matthew Power is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Bethesda, MD, with 29 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

7200 Wisconsin Ave, Ste 903, Bethesda, MD, 20814

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Matthew is on the finance committee for Holy Trinity Roman Catholic Church, attending quarterly meetings and dedicating minimal time. He also owns 100% of Power Wealth Management LLC, spending minimal time on it.

Employment History
Current Registrations
Wells Fargo Advisors
June 2024 - Present · 1 yr 11 mos
Wells Fargo Advisors Financial Network, LLCBroker
June 2024 - Present · 1 yr 11 mos
Previous Registrations
UBS Financial Services INC.
March 2012 - June 2024 · 12 yrs 3 mos
UBS Financial Services INC.Broker
March 2012 - June 2024 · 12 yrs 3 mos
Stifel, Nicolaus & Company, IncorporatedBroker
September 2009 - March 2012 · 2 yrs 6 mos
Stifel, Nicolaus & Company, Incorporated
September 2009 - March 2012 · 2 yrs 6 mos
UBS Financial Services INC.
June 2004 - September 2009 · 5 yrs 3 mos
UBS Financial Services INC.Broker
June 2004 - September 2009 · 5 yrs 3 mos
Wachovia Securities, LLC
July 2003 - June 2004 · 11 mos
Wachovia Securities, LLCBroker
July 2003 - June 2004 · 11 mos
Prudential Securities Incorporated
April 2001 - July 2003 · 2 yrs 3 mos
Prudential Securities IncorporatedBroker
April 2001 - July 2003 · 2 yrs 3 mos
Salomon Smith Barney INC.Broker
April 1996 - April 2001 · 5 yrs
State Registrations14 states
CTDCDEFLMAMDNCNHNJNYPARITXVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Matthew Power - Financial Advisor | TrueAdvisor