PlannerFees

Captrust Wealth Advisors fees and pricing

Financial planner in Holland, Michigan. Registered with the SEC.

According to its Form ADV Part 2A brochure dated August 28, 2026, Captrust Wealth Advisors charges an annual fee of $1,500⁠-⁠$20,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 28, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee
$1,500⁠-⁠$20,000/yr
“These fees are negotiable, but generally range from $1,500 to $20,000 annually on a fixed fee basis, depending upon the scope and complexity of the services and the professional rendering the Guidance & Planning Services.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Captrust Wealth Advisors bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “Fees are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the advisory agreement.”
  • “The fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
  • “Fees may be negotiable at the sole discretion of the Advisor.”

How Captrust Wealth Advisors’ fees compare

  • Its annual fee of $1,500-$20,000 spans the Michigan median of $6,000. 78% of the 37 other Michigan planners that publish an annual fee charge less.

About Captrust Wealth Advisors

“CapTrust offers a variety of advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, businesses and retirement plans (each a “Client”).”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 26 employees.
  • Founded: 1997 (29 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Charitable giving

Firm details from Form ADV

How the firm is paid
Fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1.5% a year
Clients
863
Employees
26
Works with
Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
Assets managed
$2,002,870,528
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
173736
Website
ctwealth.com (opens in new tab)
Phone
(616) 392-5332

Can advise clients in 10 states: California, Colorado, Florida, Illinois, Indiana, Louisiana, Michigan, North Carolina, Tennessee, Texas

Other planners in Holland that publish fees

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Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.