Shane Holcomb
JVL Wealth Strategies · Wyoming, Michigan
Shane Holcomb is a fee-only financial advisor at JVL Wealth Strategies in Wyoming, Michigan, who holds the CFP credential. Shane focuses on founders (pre-exit), estate & legacy planning and small business owners. JVL Wealth Strategies reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Mid-life transitions
- Divorced individuals
- Pre-retirees
- Founders
Facts
| Firm | JVL Wealth Strategies |
|---|---|
| Based in | Wyoming, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $784.4M across 974 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MI · CRD 7990373 |
| Exams passed | Series 65 (2024) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.jvlwealth.com |
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Questions about Shane
Is Shane Holcomb a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Shane holds no broker registration, and JVL Wealth Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Shane charge for financial advice?
Shane's firm, JVL Wealth Strategies, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Shane Holcomb based?
Shane Holcomb is based in Wyoming, Michigan.
What does Shane specialize in?
Shane's specialties include founders (pre-exit), estate & legacy planning, small business owners, equity compensation and tax planning. Shane works with mid-life transitions, divorced individuals, pre-retirees and founders.
What credentials does Shane Holcomb hold?
Shane Holcomb holds the CFP credential.
Is Shane Holcomb registered with the SEC?
Yes. Shane Holcomb is registered as an investment adviser representative in MI (CRD 7990373), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does JVL Wealth Strategies manage?
JVL Wealth Strategies reports $784.4M across 974 accounts in assets under management.
How do I contact Shane Holcomb?
Through Shane's website, www.jvlwealth.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
- JVL Wealth Strategies 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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