Jonathan Heagle
Mountain Vista Wealth Management · Santa Barbara, California
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.
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Specialties
Who they serve
- Real estate investors
Facts
| Firm | Mountain Vista Wealth Management |
|---|---|
| Based in | Santa Barbara, California |
| Fee model | Hourly |
| Accepting new clients | Yes |
| Assets under management | $53.3M across 138 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in CA, CT, NY · CRD 4731304 |
| Exams passed | Series 63 (2004) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | mountainvistawealth.com |
| Profile |
How Jonathan's firm compares
- Mountain Vista Wealth Management's average account is about $386,000, from its Form ADV (assets managed divided by 138 accounts).
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Questions about Jonathan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Mountain Vista Wealth Management website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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