Yuliana Mendez
MYeCFO · La Jolla, California
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.
Request an introduction to Yuliana →
Specialties
Who they serve
- High earners
Facts
| Firm | MYeCFO |
|---|---|
| Based in | La Jolla, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $263.4M across 187 accounts |
| SEC registration | Investment adviser representative in CA · CRD 7211018 |
| Exams passed | Series 65 (2020) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | myecfo.com |
How Yuliana's firm compares
- MYeCFO's average account is about $1.4 million, from its Form ADV (assets managed divided by 187 accounts).
Request an introduction to Yuliana
Tell Yuliana a little about what you're looking for. Yuliana isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Yuliana
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.
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
- MYeCFO 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.
See something wrong? Request a correction. Read our methodology.