Jane Lowry
Motive Wealth Advisors · Birmingham, Michigan
Jane Lowry is a fee-only financial advisor at Motive Wealth Advisors in Birmingham, Michigan. Jane 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 |
| SEC registration | Investment adviser representative in FL, MI, TX · CRD 7972093 |
| Exams passed | Series 65 (2024) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | motivewealth.com |
| Profile |
How Jane's firm compares
- Motive Wealth Advisors's average account is about $889,000, from its Form ADV (assets managed divided by 408 accounts).
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Questions about Jane
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.
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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