Jason Kooyer
CapTrust Wealth Advisors · Holland, Michigan
Jason Kooyer is a fee-only financial advisor at CapTrust Wealth Advisors in Holland, Michigan. Jason focuses on retirement planning, estate & legacy planning and tax planning. CapTrust Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | CapTrust Wealth Advisors |
|---|---|
| Based in | Holland, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.00B across 2,988 accounts |
| SEC registration | Investment adviser representative in MI · CRD 4332705 |
| Exams passed | Series 63 (2002) · Series 65 (2015) |
| Firm size | 26 employees |
| Disclosures | None reported |
| Website | ctwealth.com |
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Questions about Jason
Is Jason Kooyer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and CapTrust 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's firm, CapTrust Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jason Kooyer based?
Jason Kooyer is based in Holland, Michigan.
What does Jason specialize in?
Jason's specialties include retirement planning, estate & legacy planning, tax planning, equity compensation and family wealth transfer. Jason works with multi-generational families.
Is Jason Kooyer registered with the SEC?
Yes. Jason Kooyer is registered as an investment adviser representative in MI (CRD 4332705), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does CapTrust Wealth Advisors manage?
CapTrust Wealth Advisors reports $2.00B across 2,988 accounts in assets under management.
How do I contact Jason Kooyer?
Through Jason's website, ctwealth.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
- CapTrust 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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