Courtney Mason
CMC Advisors · Scottsdale, Arizona
Courtney Mason is a fee-only financial advisor at CMC Advisors in Scottsdale, Arizona, who holds the CFP credential. Courtney focuses on retirement planning and retirement with concentrated positions. CMC Advisors reports charging a percentage of assets, hourly fees and performance-based fees on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
- Retirees
Facts
| Firm | CMC Advisors |
|---|---|
| Based in | Scottsdale, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Performance-based fees |
| Assets under management | $20.1M across 26 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, TX, WA · CRD 7155917 |
| Exams passed | Series 65 (2019) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | courtneymasoncapitaladvisors.com |
| Profile |
How Courtney's firm compares
- CMC Advisors's average account is about $774,000, from its Form ADV (assets managed divided by 26 accounts).
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Questions about Courtney
Is Courtney Mason a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Courtney holds no broker registration, and CMC Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Courtney charge for financial advice?
Courtney's firm, CMC Advisors, reports charging a percentage of assets, hourly fees and performance-based fees on its SEC Form ADV.
Where is Courtney Mason based?
Courtney Mason is based in Scottsdale, Arizona.
What does Courtney specialize in?
Courtney's specialties include retirement planning and retirement with concentrated positions. Courtney works with pre-retirees and retirees.
What credentials does Courtney Mason hold?
Courtney Mason holds the CFP credential.
Is Courtney Mason registered with the SEC?
Yes. Courtney Mason is registered as an investment adviser representative in AZ, TX and WA (CRD 7155917), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does CMC Advisors manage?
CMC Advisors reports $20.1M across 26 accounts in assets under management.
How do I contact Courtney Mason?
Through Courtney's website, courtneymasoncapitaladvisors.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
- CMC 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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