Matthew Jarvis is a CFP-designated registered investment advisor at Integrity Advisory Solutions, based in Federal Way, WA, 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 Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,428 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.35% |
The maximum combined fee consists of up to a 0.35% program fee and up to a 2.00% investment advisory fee. Individual rates are negotiable.
Fee Estimator
Location
32001 32nd Ave South, Suite 235, Federal Way, WA, 98001
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Regulatory History
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.
Learn about disclosures →Other Business Activities
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.
Exams
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