David Mraz
Mraz and Associates · Modesto, California
David Mraz is a fee-only financial advisor at Mraz and Associates in Modesto, California. Mraz and Associates reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Mraz and Associates |
|---|---|
| Based in | Modesto, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $917.5M across 1,289 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 809949 |
| Exams passed | Series 63 (1985) · Series 65 (2003) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.mrazandassociates.com |
How David's firm compares
- Mraz and Associates's average account is about $712,000, from its Form ADV (assets managed divided by 1,289 accounts).
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Questions about David
Is David Mraz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Mraz and Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Mraz and Associates, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Mraz based?
David Mraz is based in Modesto, California.
Is David Mraz registered with the SEC?
Yes. David Mraz is registered as an investment adviser representative in CA and TX (CRD 809949), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Mraz and Associates manage?
Mraz and Associates reports $917.5M across 1,289 accounts in assets under management.
How do I contact David Mraz?
Through David's website, www.mrazandassociates.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Modesto
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
- Mraz and Associates website : specialties, clients served, and fees, checked October 30, 2026
- 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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