Matthew Jarvis is a CFP, ChFC-designated registered investment advisor at Integrity Advisory Solutions, based in Dallas, TX, with 22 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,427 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrity Advisory Solutions offers investment management through the IAS Edge Program. The total fee includes a program fee (up to 0.35% annually), an advisor fee (up to 2.00% annually), and potentially a third-party sub-advisor fee. Fees are typically charged quarterly in advance. There is no minimum account size. They also offer a Third-Party Retirement Account Program with fees detailed in the advisory agreement, billed monthly or quarterly.
Location
1445 Ross Ave Fl 55, Dallas, TX, 75202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew is the President of Deliver Massive Value LLC, focusing on consulting and book writing, and a Partner at Retirement Tax Services and The Perfect RIA, both involved in advisor training and coaching. He also works as an Advisor for Silverleaf Wealth Management, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Integrity Advisory Solutions
Previous Registrations
Jarvis Financial
Crown Capital Securities, L.P.Broker
Demars Financial Group
Esi Financial Advisors
Equity Services, INC.Broker
State Registrations4 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.