# Lavina Nagar

> Lavina Nagar is a fee-only financial advisor at Maya Advisors, Inc. in Palo Alto, California, who holds the CFP credential. Maya Advisors, Inc. reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/lavina-nagar/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Maya Advisors, Inc.
- **Based in:** Palo Alto, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $138.2M across 157 accounts
- **Credentials:** CFP
- **Works with:** Mid-life transitions
- **CRD:** 5360087 (https://adviserinfo.sec.gov/individual/summary/5360087)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2007)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://mayaadvisors.com

## Frequently asked questions

### Is Lavina Nagar a fee-only financial advisor?

Yes. Lavina Nagar is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Lavina's firm.

### How does Lavina charge for financial advice?

Lavina's firm, Maya Advisors, Inc., reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Lavina Nagar based?

Lavina Nagar is based in Palo Alto, California.

### What credentials does Lavina Nagar hold?

Lavina Nagar holds the CFP credential.

### Is Lavina Nagar registered with the SEC?

Yes. Lavina Nagar is registered as an investment adviser representative in CA (CRD 5360087), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Maya Advisors, Inc. manage?

Maya Advisors, Inc. reports $138.2M across 157 accounts in assets under management.

### How do I contact Lavina Nagar?

Through Lavina's website, mayaadvisors.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/39455): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.mayaadvisors.com/): specialties, clients served, and fees, checked October 28, 2026

---

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