# Yu-Chi Peng-Lee

> Yu-Chi Peng-Lee is a fee-only financial advisor at Mayfield Advisors in Palo Alto, California. Yu-Chi focuses on tax planning and small business owners. Mayfield Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Mayfield Advisors
- **Based in:** Palo Alto, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $143.5M across 117 accounts
- **Specialties:** Tax planning, Small business owners
- **Works with:** Retirees, Early-career professionals
- **CRD:** 5410591 (https://adviserinfo.sec.gov/individual/summary/5410591)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2007)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://www.mayfieldadvisors.com

## Frequently asked questions

### Is Yu-Chi Peng-Lee a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Yu-Chi holds no broker registration, and Mayfield Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Yu-Chi charge for financial advice?

Yu-Chi's firm, Mayfield Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Yu-Chi Peng-Lee based?

Yu-Chi Peng-Lee is based in Palo Alto, California.

### What does Yu-Chi specialize in?

Yu-Chi's specialties include tax planning and small business owners. Yu-Chi works with retirees and early-career professionals.

### Is Yu-Chi Peng-Lee registered with the SEC?

Yes. Yu-Chi Peng-Lee is registered as an investment adviser representative in CA (CRD 5410591), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Mayfield Advisors manage?

Mayfield Advisors reports $143.5M across 117 accounts in assets under management.

### How do I contact Yu-Chi Peng-Lee?

Through Yu-Chi's website, www.mayfieldadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5410591): 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://www.mayfieldadvisors.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.