# 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.

- CRD: 144325
- Filed as: MAYA ADVISORS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Palo Alto, CA
- Filing period: October 2026
- Form ADV filing dated: May 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/144325
- AdvisorCensus page: https://advisorcensus.com/firm/maya-advisors-inc-palo-alto-ca-144325

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 2, 2026)

- Subscription: $6,000 to $12,000 a year (ongoing financial planning services)

> 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)

> 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)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $138,238,863
- Discretionary: $66,717,889
- Non-discretionary: $71,520,974

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $1,272,529 |
| High net worth individuals | 39 | $136,966,334 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mayaadvisors.com
- LinkedIn @lavinanagar

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $103,708,146 | 1 | February 23, 2024 |
| October 2025 | $116,242,883 | 1 | June 12, 2025 |
| October 2026 | $138,238,863 | 1 | May 12, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $116,242,883 to $138,238,863 (+19%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Maya Advisors, Inc. (CRD 144325): Form ADV filing data as of October 2026.