# Jonathan Heagle

> Jonathan Heagle is a fee-only financial advisor at Mountain Vista Wealth Management in Santa Barbara, California, who holds the CFP and CFA credentials. Jonathan charges hourly fees and focuses on real estate investors and retirement planning.

Page: https://find.wellspent.co/advisors/jonathan-heagle/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Mountain Vista Wealth Management
- **Based in:** Santa Barbara, California
- **Fee model:** Hourly
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $53.3M across 138 accounts
- **Credentials:** CFP, CFA
- **Specialties:** Real estate investors, Retirement planning
- **Works with:** Real estate investors
- **CRD:** 4731304 (https://adviserinfo.sec.gov/individual/summary/4731304)
- **SEC registration:** Investment adviser representative in CA, CT, NY
- **Exams passed:** Series 63 (2004)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://mountainvistawealth.com

## Frequently asked questions

### Is Jonathan Heagle a fee-only financial advisor?

Yes. Jonathan Heagle is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jonathan's firm.

### How does Jonathan charge for financial advice?

Jonathan charges hourly fees.

### Where is Jonathan Heagle based?

Jonathan Heagle is based in Santa Barbara, California.

### What does Jonathan specialize in?

Jonathan's specialties include real estate investors and retirement planning. Jonathan works with real estate investors.

### What credentials does Jonathan Heagle hold?

Jonathan Heagle holds the CFP and CFA credentials.

### Is Jonathan Heagle registered with the SEC?

Yes. Jonathan Heagle is registered as an investment adviser representative in CA, CT and NY (CRD 4731304), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Mountain Vista Wealth Management manage?

Mountain Vista Wealth Management reports $53.3M across 138 accounts in assets under management.

### How do I contact Jonathan Heagle?

Through Jonathan's website, mountainvistawealth.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/jonathan-heagle-10608): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://mountainvistawealth.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.