# Ivan Mendoza

> Ivan Mendoza is a fee-only financial advisor at Mendoza Private Wealth in North Miami, Florida, who holds the CFP, ChFC and CFA credentials. Ivan focuses on retirement planning, estate & legacy planning and tax planning. Mendoza Private Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/ivan-mendoza/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Mendoza Private Wealth
- **Based in:** North Miami, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Works virtually:** Yes (firm's website)
- **Assets under management (firm):** $101.4M across 171 accounts
- **Credentials:** CFP, ChFC, CFA
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Physicians & residents, Small business owners, Founders (pre-exit)
- **Works with:** Physicians, High earners, Executives, Multi-generational families, Ultra high net worth
- **CRD:** 4013969 (https://adviserinfo.sec.gov/individual/summary/4013969)
- **SEC registration:** Investment adviser representative in FL, TX
- **Exams passed:** Series 63 (2000), Series 65 (1999), Series 66 (2012)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.mendozaprivatewealth.com

## Frequently asked questions

### Is Ivan Mendoza a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Ivan holds no broker registration, and Mendoza Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Ivan charge for financial advice?

Ivan's firm, Mendoza Private Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Does Ivan work with clients virtually?

Yes. Mendoza Private Wealth says on its website that it works with clients remotely.

### Where is Ivan Mendoza based?

Ivan Mendoza is based in North Miami, Florida.

### What does Ivan specialize in?

Ivan's specialties include retirement planning, estate & legacy planning, tax planning, physicians & residents, small business owners and founders (pre-exit). Ivan works with physicians, high earners, executives, multi-generational families and ultra high net worth.

### What credentials does Ivan Mendoza hold?

Ivan Mendoza holds the CFP, ChFC and CFA credentials.

### Is Ivan Mendoza registered with the SEC?

Yes. Ivan Mendoza is registered as an investment adviser representative in FL and TX (CRD 4013969), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Mendoza Private Wealth manage?

Mendoza Private Wealth reports $101.4M across 171 accounts in assets under management.

### How do I contact Ivan Mendoza?

Through Ivan's website, www.mendozaprivatewealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4013969): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://mendozaprivatewealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.