# Yuliana Mendez

> Yuliana Mendez is a fee-only financial advisor at MYeCFO in La Jolla, California. Yuliana focuses on tax planning and equity compensation. MYeCFO reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** MYeCFO
- **Based in:** La Jolla, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $263.4M across 187 accounts
- **Specialties:** Tax planning, Equity compensation
- **Works with:** High earners
- **CRD:** 7211018 (https://adviserinfo.sec.gov/individual/summary/7211018)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2020)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://myecfo.com

## Frequently asked questions

### Is Yuliana Mendez a fee-only financial advisor?

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

### How does Yuliana charge for financial advice?

Yuliana's firm, MYeCFO, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Yuliana Mendez based?

Yuliana Mendez is based in La Jolla, California.

### What does Yuliana specialize in?

Yuliana's specialties include tax planning and equity compensation. Yuliana works with high earners.

### Is Yuliana Mendez registered with the SEC?

Yes. Yuliana Mendez is registered as an investment adviser representative in CA (CRD 7211018), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does MYeCFO manage?

MYeCFO reports $263.4M across 187 accounts in assets under management.

### How do I contact Yuliana Mendez?

Through Yuliana's website, myecfo.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7211018): 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://myecfo.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.