Yu-Chi Peng-Lee
Mayfield Advisors · Palo Alto, California
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.
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Specialties
Who they serve
- Retirees
- Early-career professionals
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 |
| Assets under management | $143.5M across 117 accounts |
| SEC registration | Investment adviser representative in CA · CRD 5410591 |
| Exams passed | Series 65 (2007) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.mayfieldadvisors.com |
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Questions about Yu-Chi
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.
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
- Mayfield Advisors 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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