Firm
Maya Advisors, Inc.
Palo Alto, California
Fee-only
Maya Advisors, Inc. at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 39 individual clients, 39 of them high net worth.
- Its average account is about $881,000 (assets it manages divided by its 157 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Palo Alto, California |
|---|---|
| Website | mayaadvisors.com |
| [email protected] | |
| Phone | (650) 704-3074 |
Maya Advisors, Inc. fees
Maya Advisors, Inc. doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $138 million |
| High-net-worth clients | 39 |
| Accounts managed | 157 |
| Employees | 1 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-129758) |
| Financial planning | Offered |
| Form ADV filed | May 12, 2026 |
| SEC record | CRD 144325 |