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Firm

CapTrust Wealth Advisors

Holland, Michigan

Fee-only

Facts

Based inHolland, Michigan
Websitectwealth.com
Phone(616) 392-5332

CapTrust Wealth Advisors fees

CapTrust Wealth Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Paid byPercentage of assets · Fixed fees
Assets managed$2.0 billion
Individual clients497
Financial planningOffered
Form ADV filedAugust 28, 2026
SEC recordCRD 173736

Advisors at this firm (20)