# Michael Riolo

> Michael Riolo is a fee-only financial advisor at Mountain Vista Wealth Management in Santa Barbara, California. Mountain Vista Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/michael-riolo/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Mountain Vista Wealth Management
- **Based in:** Santa Barbara, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $53.3M across 138 accounts
- **CRD:** 3011228 (https://adviserinfo.sec.gov/individual/summary/3011228)
- **SEC registration:** Investment adviser representative in CA, CT, NY
- **Exams passed:** Series 63 (2006), Series 65 (2001), Series 66 (2011)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.mountainvistawealth.com

## Frequently asked questions

### Is Michael Riolo a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Mountain Vista Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Michael charge for financial advice?

Michael's firm, Mountain Vista Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Michael Riolo based?

Michael Riolo is based in Santa Barbara, California.

### Is Michael Riolo registered with the SEC?

Yes. Michael Riolo is registered as an investment adviser representative in CA, CT and NY (CRD 3011228), per SEC Investment Adviser Public Disclosure data as of October 29, 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 Michael Riolo?

Through Michael's website, www.mountainvistawealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3011228): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

---

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