Ivan Mendoza
Mendoza Private Wealth · North Miami, Florida
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.
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Specialties
Who they serve
- Physicians
- High earners
- Executives
- Multi-generational families
- Ultra high net worth
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 |
| Assets under management | $101.4M across 171 accounts |
| Credentials | CFP · ChFC · CFA |
| SEC registration | Investment adviser representative in FL, TX · CRD 4013969 |
| Exams passed | Series 63 (2000) · Series 65 (1999) · Series 66 (2012) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.mendozaprivatewealth.com |
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Questions about Ivan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Mendoza Private Wealth 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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