Lavina Nagar
Maya Advisors, Inc. · Palo Alto, California
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.
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Who they serve
- Mid-life transitions
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 | $138.2M across 157 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 5360087 |
| Exams passed | Series 65 (2007) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | mayaadvisors.com |
How Lavina's firm compares
- Maya Advisors, Inc.'s average account is about $881,000, from its Form ADV (assets managed divided by 157 accounts).
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Questions about Lavina
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Maya Advisors, Inc. website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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