# Jane Lowry

> Jane Lowry is a fee-only financial advisor at Motive Wealth Advisors in Birmingham, Michigan. Jane charges an ongoing planning fee.

Page: https://find.wellspent.co/advisors/jane-lowry/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Motive Wealth Advisors
- **Based in:** Birmingham, Michigan
- **Fee model:** Ongoing planning fee
- **Assets under management (firm):** $362.6M across 408 accounts
- **Works with:** High earners
- **CRD:** 7972093 (https://adviserinfo.sec.gov/individual/summary/7972093)
- **SEC registration:** Investment adviser representative in FL, MI, TX
- **Exams passed:** Series 65 (2024)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://motivewealth.com/

## Frequently asked questions

### Is Jane Lowry a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jane 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 Jane charge for financial advice?

Jane charges an ongoing planning fee.

### Where is Jane Lowry based?

Jane Lowry is based in Birmingham, Michigan.

### Is Jane Lowry registered with the SEC?

Yes. Jane Lowry is registered as an investment adviser representative in FL, MI and TX (CRD 7972093), 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 Jane Lowry?

Through Jane's website, motivewealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7972093): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://motivewealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.