W Wellspent Public advisor graph
Wellspent public graph/Advisors/Jameson Holehouse
Advisor

Jameson Holehouse

Destiny Capital · Detroit Lakes, Minnesota

Jameson Holehouse is a fee-only financial advisor at Destiny Capital in Detroit Lakes, Minnesota, who holds the CFP credential. Jameson charges a percentage of assets and a flat fee or retainer and focuses on retirement planning, small business owners and founders (pre-exit).

Percentage of assetsFlat fee or retainer Fee-only CFP

Request an introduction to Jameson →

Specialties

Who they serve

  • Pre-retirees
  • Retirees
  • Founders
  • Multi-generational families

Facts

FirmDestiny Capital
Based in Detroit Lakes, Minnesota
Fee modelPercentage of assets · Flat fee or retainer
Accepting new clientsYes
Assets under management$382.2M across 825 accounts
CredentialsCFP
SEC registration Investment adviser representative in MN, TX · CRD 7685428
Exams passedSeries 65 (2022)
Firm size11 employees
Disclosures None reported
Websitewww.destinycapital.com

Request an introduction to Jameson

Tell Jameson a little about what you're looking for. Jameson isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.

Questions about Jameson

Is Jameson Holehouse a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jameson holds no broker registration, and Destiny Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Jameson charge for financial advice?

Jameson charges a percentage of assets and a flat fee or retainer.

Where is Jameson Holehouse based?

Jameson Holehouse is based in Detroit Lakes, Minnesota.

What does Jameson specialize in?

Jameson's specialties include retirement planning, small business owners, founders (pre-exit), tax planning and estate & legacy planning. Jameson works with pre-retirees, retirees, founders and multi-generational families.

What credentials does Jameson Holehouse hold?

Jameson Holehouse holds the CFP credential.

Is Jameson Holehouse registered with the SEC?

Yes. Jameson Holehouse is registered as an investment adviser representative in MN and TX (CRD 7685428), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Destiny Capital manage?

Destiny Capital reports $382.2M across 825 accounts in assets under management.

How do I contact Jameson Holehouse?

Through Jameson's website, www.destinycapital.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
  • Destiny Capital 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.

See something wrong? Request a correction. Read our methodology.