Many advisors know their fees are too low—but fear that raising them will drive clients away. Matthew Jarvis takes the opposite stance: if you’re truly delivering massive value, your fees should reflect that.
For many financial advisors, the challenge is not the actual fee increase; it’s the conversation around it. Advisors often underestimate the impact of their planning work, tax strategies, and ongoing guidance because they focus on the tasks they complete instead of the outcomes they create for clients.
He has built and refined a process for communicating fee increases with confidence, backed by a clear demonstration of value: proactive planning, tax strategies, surge meetings, and a highly structured client experience. As a result, his firm generates strong profitability while serving a limited number of households at a very high level.
A successful advisory fee increase strategy is not about simply charging more. It’s about creating a stronger connection between the value clients receive and the price they pay. When clients clearly understand the planning, expertise, and proactive service behind their relationship, a fee increase becomes a reflection of that value—not just an additional expense.
At the Summit, Matthew will walk through how to evaluate your current pricing, how to decide on new fee levels, and how to communicate changes so clients understand they’re getting more, not just paying more.
Advisors who want to build a more profitable firm need a pricing model that supports the level of service they want to provide. Learning how to raise advisory fees confidently can create more capacity, better client experiences, and a healthier business model.
If you’re working too hard for too little, join the 2026 Summit and learn how Matthew raises fees while strengthening client relationships.
