# Jason Close

> Jason Close is a fee-only financial advisor at Motive Wealth Advisors in Birmingham, Michigan, who holds the CFP and CFA credentials. Jason charges an ongoing planning fee.

Page: https://find.wellspent.co/advisors/jason-close/
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
- **Credentials:** CFP, CFA
- **Works with:** High earners
- **CRD:** 5013652 (https://adviserinfo.sec.gov/individual/summary/5013652)
- **SEC registration:** Investment adviser representative in FL, MI, TX
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://motivewealth.com/

## Frequently asked questions

### Is Jason Close a fee-only financial advisor?

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

Jason charges an ongoing planning fee.

### Where is Jason Close based?

Jason Close is based in Birmingham, Michigan.

### What credentials does Jason Close hold?

Jason Close holds the CFP and CFA credentials.

### Is Jason Close registered with the SEC?

Yes. Jason Close is registered as an investment adviser representative in FL, MI and TX (CRD 5013652), 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 Jason Close?

Through Jason's website, motivewealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5013652): 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.