Jon Courtney
Village Wealth Advisors · Westlake Village, California
Jon Courtney 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.
Request an introduction to Jon →
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, TX · CRD 4705452 |
| Exams passed | Series 63 (2003) · Series 65 (2006) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | villagewealthadvisors.com |
How Jon's firm compares
- Village Wealth Advisors's average account is about $499,000, from its Form ADV (assets managed divided by 517 accounts).
Request an introduction to Jon
Tell Jon a little about what you're looking for. Jon isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jon
Is Jon Courtney a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jon 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 Jon charge for financial advice?
Jon's firm, Village Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jon Courtney based?
Jon Courtney is based in Westlake Village, California.
What credentials does Jon Courtney hold?
Jon Courtney holds the CFP credential.
Is Jon Courtney registered with the SEC?
Yes. Jon Courtney is registered as an investment adviser representative in CA and TX (CRD 4705452), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Village Wealth Advisors manage?
Village Wealth Advisors reports $257.9M across 517 accounts in assets under management.
How do I contact Jon Courtney?
Through Jon'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.
See something wrong? Request a correction. Read our methodology.