Courtney Regan
Courtney Regan is a CFP-designated registered investment advisor at Marotta Wealth Management, INC., based in Charlottesville, VA, with 9 years of industry experience. Courtney operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 366 clients with $690M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.40% |
Rates apply to Comprehensive and Collaborative service levels. The Do-It-Yourself service level has a flat rate of 0.4% with no breakpoints. Corporate retirement plans have a separate lower fee schedule starting at 0.5%.
Fee Estimator
Contact
Courtney Regan
Location
1000 Ednam Center, Suite 200, Charlottesville, VA, 22903-4615
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Courtney teaches fitness classes at Pure Barre since 2021. This requires a few hours per week and is not investment related.
Employment History
Current Registrations
Marotta Wealth Management, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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