Courtney Fraser Regan
Investment adviser representative at Marotta Wealth Management, Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$686MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Marotta Wealth Management, Inc.Jun 2016 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (VA).
Marotta Wealth Management, Inc.
Legal name: Marotta Asset Management, Inc.
$686MAssets managed
366Clients
9Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6695894
- Firm CRD
- 115645