Shanon Tate
CapTrust Wealth Advisors · Holland, Michigan
Shanon Tate is a fee-only financial advisor at CapTrust Wealth Advisors in Holland, Michigan. Shanon 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 4967366 |
| Exams passed | Series 66 (2006) |
| Firm size | 26 employees |
| Disclosures | None reported |
| Website | ctwealth.com |
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Questions about Shanon
Is Shanon Tate a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Shanon 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 Shanon charge for financial advice?
Shanon's firm, CapTrust Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Shanon Tate based?
Shanon Tate is based in Holland, Michigan.
What does Shanon specialize in?
Shanon's specialties include retirement planning, estate & legacy planning, tax planning, equity compensation and family wealth transfer. Shanon works with multi-generational families.
Is Shanon Tate registered with the SEC?
Yes. Shanon Tate is registered as an investment adviser representative in MI (CRD 4967366), 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 Shanon Tate?
Through Shanon'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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