Jamie Lovin
Village Wealth Advisors · Westlake Village, California
Jamie Lovin is a fee-only financial advisor at Village Wealth Advisors in Westlake Village, California, who holds the CFP credential. Village Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Village Wealth Advisors |
|---|---|
| Based in | Westlake Village, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $257.9M across 517 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, KS, TX · CRD 8100925 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | villagewealthadvisors.com |
How Jamie's firm compares
- Village Wealth Advisors's average account is about $499,000, from its Form ADV (assets managed divided by 517 accounts).
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Questions about Jamie
Is Jamie Lovin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jamie holds no broker registration, and Village Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jamie charge for financial advice?
Jamie's firm, Village Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jamie Lovin based?
Jamie Lovin is based in Westlake Village, California.
What credentials does Jamie Lovin hold?
Jamie Lovin holds the CFP credential.
Is Jamie Lovin registered with the SEC?
Yes. Jamie Lovin is registered as an investment adviser representative in CA, KS and TX (CRD 8100925), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Village Wealth Advisors manage?
Village Wealth Advisors reports $257.9M across 517 accounts in assets under management.
How do I contact Jamie Lovin?
Through Jamie's website, villagewealthadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Westlake Village
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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