Kristine Pattison
CapTrust Wealth Advisors · Holland, Michigan
Kristine Pattison is a fee-only financial advisor at CapTrust Wealth Advisors in Holland, Michigan. Kristine 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, TX · CRD 1511517 |
| Exams passed | Series 63 (1993) · Series 66 (2002) |
| Firm size | 26 employees |
| Disclosures | None reported |
| Website | ctwealth.com |
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Questions about Kristine
Is Kristine Pattison a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kristine 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 Kristine charge for financial advice?
Kristine's firm, CapTrust Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Kristine Pattison based?
Kristine Pattison is based in Holland, Michigan.
What does Kristine specialize in?
Kristine's specialties include retirement planning, estate & legacy planning, tax planning, equity compensation and family wealth transfer. Kristine works with multi-generational families.
Is Kristine Pattison registered with the SEC?
Yes. Kristine Pattison is registered as an investment adviser representative in MI and TX (CRD 1511517), 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 Kristine Pattison?
Through Kristine'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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