AdvisorCensus / Financial advisors / California / San Jose / Maya Advisors, Inc.
Maya Advisors, Inc. is an SEC-registered investment advisory firm in Palo Alto, CA, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 12, 2026.
Quick answers
From the filingHow is Maya Advisors, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), Maya Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
How much does Maya Advisors, Inc. charge?
Its Form ADV Part 2A brochure dated February 2, 2026 states: Subscription: $6,000 to $12,000 a year (ongoing financial planning services); Hourly rate: $400 an hour (financial planning services); Flat fee: $3,500 to $8,000 (fixed engagement fee for financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Maya Advisors, Inc. located?
Maya Advisors, Inc.'s principal office is in Palo Alto, CA, according to its Form ADV.
Is Maya Advisors, Inc. registered with the SEC or a state?
Maya Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 144325.
How much does Maya Advisors, Inc. manage?
Maya Advisors, Inc. reports $138,238,863 in regulatory assets under management in its Form ADV filing dated May 12, 2026 (48% discretionary).
How have Maya Advisors, Inc.'s assets and staff changed since 2024?
In the Form ADV data for Maya Advisors, Inc.: Regulatory assets under management: $103,708,146 in the October 2024 data and $138,238,863 in the October 2026 data, up 33%. Total employees: 1 in October 2024 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Maya Advisors, Inc. serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (39).
Which custodians does Maya Advisors, Inc. use?
Maya Advisors, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Maya Advisors, Inc. report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/144325
What changed in Maya Advisors, Inc.'s recent Form ADV filings?
In the March 2026 filing data: Regulatory assets under management went from $116,242,883 to $138,238,863 (+19%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Subscription: $6,000 to $12,000 a year (ongoing financial planning services)
The brochure's wording
Fees for ongoing financial planning services range from $6,000 to $12,000 annually. This fee may increase by up to 5.00% annually, pursuant to a written agreement.
Hourly rate: $400 an hour (financial planning services)
The brochure's wording
Maya Advisors offers financial planning services on an hourly basis at a rate of $400 per hour or for a fixed engagement fee that typically ranges from $3,500 to $8,000.
Flat fee: $3,500 to $8,000 (fixed engagement fee for financial planning services)
The brochure's wording
Maya Advisors offers financial planning services on an hourly basis at a rate of $400 per hour or for a fixed engagement fee that typically ranges from $3,500 to $8,000.
As stated in the firm's Form ADV Part 2A brochure dated February 2, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$138,238,863 as of October 2026, filing dated May 12, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2024 (2 years)
- Employees
- Total: 1. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $138,238,863 | 1 | May 12, 2026 |
| October 2025 | $116,242,883 | 1 | June 12, 2025 |
| October 2024 | $103,708,146 | 1 | February 23, 2024 |
Regulatory assets under management: $103,708,146 in the October 2024 data and $138,238,863 in the October 2026 data, up 33%.
Total employees: 1 in October 2024 and 1 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- March 2026
- Regulatory assets under management went from $116,242,883 to $138,238,863 (+19%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Maya Advisors, Inc. (CRD 144325): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/maya-advisors-inc-palo-alto-ca-144325