Mountain Vista Wealth Management fees and pricing
Financial planner in Santa Barbara, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 10, 2026, Mountain Vista Wealth Management charges $250-$500 an hour, a monthly fee of $150-$500, and a quarterly fee of $375 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 10, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250-$500/hr
“Service – Consulting Hourly Model The Financial Planning fee is an hourly rate of $250 - $500 based on complexity and scope of the engagement.”
- Monthly fee
- $150-$500/mo
“The ongoing monthly fee will range from between $150 - $500 (which fee may be negotiable or waived at Mountain Vista’s sole discretion.) Fees for this service may be paid by either electronic funds transfer or check; the firm does not accept cash.”
- Quarterly fee
- $375/qtr
“The minimum fee is $375 quarterly, billed in arrears.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Mountain Vista Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “By paying an upfront retainer and a monthly fee (paid in arrears and based upon complexity), clients receive continuous access to a planner/IAR who will work with them to design their plan.”
- “By paying on an hourly basis (with payments made in arrears and invoiced monthly), clients can pay only for the guidance they desire.”
- “Billing Cycle Mountain Vista Wealth Management, LLC – Form ADV 10 Annual fees are negotiable and are pro-rated and paid in arrears, monthly.”
How Mountain Vista Wealth Management’s fees compare
- Its hourly rate of $250-$500 spans the California median of $300. 70% of the 932 other California planners that publish an hourly rate charge less.
- 9 of the 17 other planners in Santa Barbara that publish an hourly rate charge less.
About Mountain Vista Wealth Management
- Firm size: 2 employees.
- Credentials named in the brochure: CFP® and CFA.
- Registered as an adviser: 2018 (8 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.45% a year
- Clients
- 60
- Employees
- 2
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and educational seminars and workshops
- Assets managed
- $53,291,589
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 290456
- Phone
- (805) 225-6559
Can advise clients in 3 states: California, Connecticut, New York
Other planners in Santa Barbara that publish fees
- Abundant Wealth Partners, LLCSanta Barbara$175-$500/hr, $350-$25,000
- Arlington Financial Advisors, LLCSanta Barbara$375/hr, $4,950-$10,000
- Avalan, LLCSanta Barbara$250-$500/hr, $500-$10,000
- Blom Levy & Co., LLCSanta Barbara$2,000/qtr, $8,000/yr
- Bourke Wealth ManagementSanta Barbara$350/hr, $50,000
- Capital Adulting LLCSanta Barbara$250-$650/hr, $200-$800/mo
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.