Jason Close
Motive Wealth Advisors · Birmingham, Michigan
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.
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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 · CFA |
| SEC registration | Investment adviser representative in FL, MI, TX · CRD 5013652 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | motivewealth.com |
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Questions about Jason
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.
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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