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Advisors / New Jersey / Mountainside
30yrs

Matthew Power

Financial advisor at Wells Fargo Advisors

Matthew Power is a fiduciary financial advisor in Mountainside, New Jersey, with 30 years in the industry. Matthew joined Wells Fargo Advisors in 2024, after 12 years at UBS Financial Services and two years at Stifel, Nicolaus & Company. Matthew holds the CFP® designation.

One of 21 advisors with offices in Mountainside, and one of 20 fiduciaries.

Mountainside, NJ 07092CFP®Top 15% by experience nationwideFiduciary advisor

At a glance

Experience30 years (since 1996)
How that compares ?Top 15% by experience nationwide
Office1164 Springfield Avenue Suite A1 [Satellite], Mountainside, NJ 07092
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$514,335
Advisors at the firm4,146
States licensed ?1 state

Services through Wells Fargo Advisors

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2024 – now
  2. 2012 – 2024
  3. 2009 – 2012
  4. 2004 – 2009
  5. Jul 2003 – Jun 2004
  6. 2001 – 2003
    Prudential Equity Group, LLCPreviously

Questions to ask Matthew

Tailored to Matthew’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Matthew

How do I contact Matthew?

Call Wells Fargo Advisors at 314-875-3000 and ask for Matthew Power. Matthew works from the Mountainside, NJ office.

How long has Matthew been a financial advisor?

Matthew has been in the industry since 1996, about 30 years. Top 15% by experience nationwide.

What licenses does Matthew hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Matthew a fiduciary?

Matthew is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Matthew paid?

Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Matthew for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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