Jonas Rees
CapTrust Wealth Advisors · Holland, Michigan
Jonas Rees is a fee-only financial advisor at CapTrust Wealth Advisors in Holland, Michigan. Jonas 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 7618222 |
| Exams passed | Series 65 (2022) |
| Firm size | 26 employees |
| Disclosures | None reported |
| Website | ctwealth.com |
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Questions about Jonas
Is Jonas Rees a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jonas 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 Jonas charge for financial advice?
Jonas's firm, CapTrust Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jonas Rees based?
Jonas Rees is based in Holland, Michigan.
What does Jonas specialize in?
Jonas's specialties include retirement planning, estate & legacy planning, tax planning, equity compensation and family wealth transfer. Jonas works with multi-generational families.
Is Jonas Rees registered with the SEC?
Yes. Jonas Rees is registered as an investment adviser representative in MI (CRD 7618222), 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 Jonas Rees?
Through Jonas'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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