Mayank Madhavani
Neya Capital · Palmdale, California
Mayank Madhavani is a fee-only financial advisor at Neya Capital in Palmdale, California, who holds the CFP and PFS credentials. Neya Capital reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Neya Capital |
|---|---|
| Based in | Palmdale, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $3.0M across 22 accounts |
| Credentials | CFP · PFS |
| SEC registration | Investment adviser representative in CA · CRD 7693236 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.letsmakeaplan.org/find-a-cfp-professional/certified-professional-profile/22590905-02de-40dc-930d-ed6a5a32689c |
How Mayank's firm compares
- Neya Capital's average account is about $135,000, from its Form ADV (assets managed divided by 22 accounts).
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Questions about Mayank
Is Mayank Madhavani a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mayank holds no broker registration, and Neya Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mayank charge for financial advice?
Mayank's firm, Neya Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Mayank Madhavani based?
Mayank Madhavani is based in Palmdale, California.
What credentials does Mayank Madhavani hold?
Mayank Madhavani holds the CFP and PFS credentials.
Is Mayank Madhavani registered with the SEC?
Yes. Mayank Madhavani is registered as an investment adviser representative in CA (CRD 7693236), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Neya Capital manage?
Neya Capital reports $3.0M across 22 accounts in assets under management.
How do I contact Mayank Madhavani?
Through Mayank's website, www.letsmakeaplan.org/find-a-cfp-professional/certified-professional-profile/22590905-02de-40dc-930d-ed6a5a32689c.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in California
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
- 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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