Courtney Regan
Marotta Wealth Management · Charlottesville, Virginia
Courtney Regan is a fee-only financial advisor at Marotta Wealth Management in Charlottesville, Virginia, who holds the CFP credential. Marotta Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Marotta Wealth Management |
|---|---|
| Based in | Charlottesville, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $686.0M across 1,947 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in VA · CRD 6695894 |
| Exams passed | Series 65 (2016) |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | www.emarotta.com |
How Courtney's firm compares
- Marotta Wealth Management's average account is about $352,000, from its Form ADV (assets managed divided by 1,947 accounts).
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Questions about Courtney
Is Courtney Regan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Courtney holds no broker registration, and Marotta Wealth Management 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, Marotta Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Courtney Regan based?
Courtney Regan is based in Charlottesville, Virginia.
What credentials does Courtney Regan hold?
Courtney Regan holds the CFP credential.
Is Courtney Regan registered with the SEC?
Yes. Courtney Regan is registered as an investment adviser representative in VA (CRD 6695894), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Marotta Wealth Management manage?
Marotta Wealth Management reports $686.0M across 1,947 accounts in assets under management.
How do I contact Courtney Regan?
Through Courtney's website, www.emarotta.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
- 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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