Description of Advisory Firm Motive Wealth Advisors, LLC (“Motive Wealth Advisors”, “we”, “our”, “us” or the “Firm”) is a privately owned limited liability company headquartered in Birmingham, MI.
Motive Wealth Advisors was formed in 2020 and is owned by James Niedzinski, CFP®, AIF®, and Jason Close, CFA, CFP®, via their non-operating holding companies: JC Niedzinski, LLC, and JS Close, LLC.
As of December 31, 2023, Motive Wealth Advisors managed approximately $278,948,784 in assets for approximately 65 clients of which $278,345,413 are managed on a discretionary basis and $603,371 on a non-discretionary basis.
While this brochure generally describes the business of the Firm, certain sections also discuss the activities of its Supervised Persons, which refer to the Firm’s officers, partners, directors (or other persons occupying a similar status or performing similar functions), employees or any other person who provides investment advice on the Firm’s behalf and is subject to the Firm’s supervision or control.
Advisory Services Offered The Firm offers discretionary investment management, financial planning, and investment advisory services. Prior to the Firm rendering any of the foregoing advisory services, clients are required to enter into one or more written agreements with the Firm setting forth the relevant terms and conditions of the advisory relationship (the “Wealth Management Agreement” or “Agreement”).
Investment Management Services Motive Wealth Advisors offers continuous and regular investment supervisory services on a discretionary basis. We work with clients and have the ongoing responsibility to select and/or make recommendations based upon the objectives of the client, as to specific securities or other investments to be purchased or sold in the clients’ accounts. We utilize a variety of investment types when making investment recommendations/purchases in client accounts which include, but are not limited to, equity securities, fixed income securities, alternative investments, exchange traded funds, and mutual funds. The investments recommended/purchased are chosen per the clients’ individual needs, goals, and objectives.
Motive Wealth Advisors offers investment advice on any investment held by the client at the start of the advisory relationship. We describe the material investment risks under Item 8 – Methods of Analysis, Investment Strategies, and Risk of Loss. Financial planning may be provided to clients as a part of the Investment Management Services.
When financial planning is provided as a separate service it is described in this section under Financial Planning Services below.
We discuss our discretionary authority below under Item 16 – Investment Discretion. For more information about the restrictions clients can

put on their accounts, see Tailored Services and Client Imposed Restrictions in this item below. We describe the fees charged for investment management and advisory services below under Item 5 – Fees and Compensation.
Financial Planning Services We provide a variety of financial planning and consulting services to individuals, families, and other clients regarding the management of their financial resources based upon an analysis of their current situation, goals, and objectives. These services encompass one or more of the following areas: Investment Planning, Retirement Planning, Estate Planning, Charitable Planning, Education Planning, Corporate and Personal Tax Planning, Corporate Structure, Real Estate Analysis, Mortgage/Debt Analysis, Insurance Analysis, Lines of Credit Evaluation, Business and Personal Financial Planning.
Our financial consultations rendered to clients usually include general recommendations for a course of activity or specific actions to be taken by the clients. In performing these services, Motive Wealth Advisors is not required to verify any information received from the client or from the client’s other professionals (e.g., attorneys, accountants, etc.,) and is expressly authorized to rely on such information. The Firm may recommend clients engage the Firm for additional related services and/or other professionals to implement its recommendations. Clients are advised that a conflict of interest exists if clients engage the Firm or its affiliates to provide additional services for compensation. Clients retain absolute discretion over all decisions regarding implementation and are under no obligation to act upon any of the recommendations made by the Firm under a financial planning or consulting engagement. Clients are advised that it remains their responsibility to promptly notify the Firm of any change in their financial situation or investment objectives for the purpose of reviewing, evaluating, or revising the Firm’s recommendations and/or services.
For financial planning engagements, we provide our clients with a written summary of our observations and recommendations. One-time consultations are typically completed within six (6) months of the client signing a contract with us, assuming that all the information and documents we request from the client are provided to us promptly. Services provided under an ongoing consultation agreement are conducted on a regular basis, but no less than annually with the client.
The client is under no obligation to act upon the investment adviser’s recommendation. If the client elects to act on our recommendations, the client is under no obligation to implement the transaction through us.
We describe fees charged for financial planning and advisory services below under Item 5 - Fees and Compensation.