Maya Advisors, Inc. fees and pricing
Financial planner in Palo Alto, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 2, 2026, Maya Advisors, Inc. charges an annual fee of $6,000-$12,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 2, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $6,000-$12,000/yr
“Fees for ongoing financial planning services range from $6,000 to $12,000 annually.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Maya Advisors, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The investment advisory fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
- “Fees may be negotiable at the sole discretion of the Advisor.”
- “The Client Managed Portfolio Service fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
How Maya Advisors, Inc.’s fees compare
- Its annual fee of $6,000-$12,000 spans the California median of $6,250. 62% of the 224 other California planners that publish an annual fee charge less.
- 2 of the 2 other planners in Palo Alto that publish an annual fee charge less.
About Maya Advisors, Inc.
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2024 (2 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.7% a year
- Minimum
- $3,500 minimum fee (stated in brochure)
- Clients
- 39
- Employees
- 1
- Works with
- High net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $138,238,863
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 144325
- Phone
- (650) 704-3074
Other planners in Palo Alto that publish fees
- Frank, Rimerman Advisors LLCPalo Alto$360-$825
- Holbrook Global StrategiesPalo Alto$250/hr
- Mayfield Advisors, Inc.Palo Alto$150-$250/hr, $1,500-$7,500
- Meyers Wealth ManagementPalo Alto$360/hr
- Oceaniq Capital, LLCPalo Alto$500/hr, $10,000-$100,000
- Radiant Wealth PlanningPalo Alto$5,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.