Michael Riolo
Mountain Vista Wealth Management · Santa Barbara, California
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.
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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 | $53.3M across 138 accounts |
| SEC registration | Investment adviser representative in CA, CT, NY · CRD 3011228 |
| Exams passed | Series 63 (2006) · Series 65 (2001) · Series 66 (2011) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.mountainvistawealth.com |
How Michael'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 Michael
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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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