James Niedzinski
Motive Wealth Advisors · Birmingham, Michigan
James Niedzinski is a fee-only financial advisor at Motive Wealth Advisors in Birmingham, Michigan, who holds the CFP credential. James charges an ongoing planning fee.
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Who they serve
- High earners
Facts
| Firm | Motive Wealth Advisors |
|---|---|
| Based in | Birmingham, Michigan |
| Fee model | Ongoing planning fee |
| Assets under management | $362.6M across 408 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, MI, TX · CRD 4122483 |
| Exams passed | Series 63 (2000) · Series 65 (2010) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | motivewealth.com |
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Questions about James
Is James Niedzinski a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Motive Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does James charge for financial advice?
James charges an ongoing planning fee.
Where is James Niedzinski based?
James Niedzinski is based in Birmingham, Michigan.
What credentials does James Niedzinski hold?
James Niedzinski holds the CFP credential.
Is James Niedzinski registered with the SEC?
Yes. James Niedzinski is registered as an investment adviser representative in FL, MI and TX (CRD 4122483), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Motive Wealth Advisors manage?
Motive Wealth Advisors reports $362.6M across 408 accounts in assets under management.
How do I contact James Niedzinski?
Through James's website, motivewealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Motive Wealth Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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