Firm
Mraz and Associates
Modesto, California
Fee-only
Mraz and Associates at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 5 advisors are listed here.
- Its Form ADV reports 6 employees and 473 individual clients, 221 of them high net worth.
- Its average account is about $712,000 (assets it manages divided by its 1,289 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Modesto, California |
|---|---|
| Website | mrazandassociates.com |
| Phone | (209) 593-5870 |
Mraz and Associates fees
Mraz and Associates 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 | $917 million |
| Individual clients | 252 |
| High-net-worth clients | 221 |
| Accounts managed | 1,289 |
| Employees | 6 |
| Planning clients | 0 |
| Registered with | The SEC (801-72742) |
| Financial planning | Offered |
| Form ADV filed | October 16, 2026 |
| SEC record | CRD 158338 |