Mezzi fees and pricing

Financial planner in Menlo Park, California. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 28, 2026, Mezzi charges an annual fee of $1,499 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 28, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee: $1,499/yr; “White Glove: $1,499 annually Our fees are generally non-negotiable, though we retain the discretion to negotiate, discount, or waive fees on a case-by-case basis. 5 The fee is to be paid by the client via the Apple App Store or our online billing platform prior to Mezzi providing investment advice to the client.”

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

“In some cases, the process and timing for the refund and the amount refunded may be controlled by the policies of Apple or our other billing partners.”
“Clients should be aware that such refund timing and policies are outside Mezzi’s control.”

Its annual fee of $1,499 is below the California median of $6,250. 12% of the 224 other California planners that publish an annual fee charge less.
It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

How the firm is paid: Fixed or flat fees
Charges a % of assets: No
Clients: 317
Employees: 10
Works with: Individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 337818
Website: instagram.com/mezziapp (opens in new tab)
Phone: (415) 612-2667

Is something on this page wrong or out of date?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.