Mayfield Advisors, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 2, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$250/hr

“As a fixed fee, typically ranging from $1,500 to $7,500; or On an hourly basis, ranging from $150 to $250 per hour.”

Flat or project fee

$1,500⁠-⁠$7,500

From the same sentence as above.

Annual fee

$500/yr

“Mayfield requires a minimum annual fee of $500 for Financial Planning & Consulting services; however, this fee may be reduced or waived under certain circumstances at Mayfield's discretion.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Mayfield Advisors, Inc. bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The above fees may be negotiable depending on the current size and future addition to the investment portfolio.”
• “The balance will be due upon completion of the plan or consulting service.”
• “Clients will be invoiced in advance at the beginning of each calendar quarter based upon the value (market value or fair market value in the absence of market value) of the client’s 5 account(s) at the end of the previous quarter.”

How Mayfield Advisors, Inc.’s fees compare

• Its hourly rate of $150-$250 is below the California median of $300. 9% of the 932 other California planners that publish an hourly rate charge less.
• None of the 6 other planners in Palo Alto that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$7,500 spans the California median of $5,000. 47% of the 796 other California planners that publish a flat or project fee charge less.
• 1 of the 4 other planners in Palo Alto that publish a flat or project fee charge less.
• Its annual fee of $500 is below the California median of $6,250. 1% of the 224 other California planners that publish an annual fee charge less.
• None of the 2 other planners in Palo Alto that publish an annual fee charge less.

About Mayfield Advisors, Inc.

• Firm size: 4 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners

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

1% a year

Minimum

$500 minimum fee (stated in brochure)

Clients

38

Employees

4

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and other services

Assets managed

$143,464,721

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

144072

Website

mayfieldadvisors.com (opens in new tab)

Phone

(650) 856-6600

Other planners in Palo Alto that publish fees

• Frank, Rimerman Advisors LLCPalo Alto$360⁠-⁠$825
• Holbrook Global StrategiesPalo Alto$250/hr
• Maya Advisors, Inc.Palo Alto$6,000⁠-⁠$12,000/yr
• Meyers Wealth ManagementPalo Alto$360/hr
• Oceaniq Capital, LLCPalo Alto$500/hr, $10,000⁠-⁠$100,000
• Radiant Wealth PlanningPalo Alto$5,000

Compare all 11 planners in Palo Alto