Maya Advisors, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$138,238,863
Clients
39
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
39
HighAverage account size
$3,544,586
About
Maya Advisors serves individual and high-net-worth clients as well as charitable organizations, offering investment and portfolio management, financial planning, a client-managed (non-discretionary) program, and advisory services for donor-advised funds via Schwab Charitable. The firm manages client assets across both discretionary and non-discretionary accounts and provides ongoing and one-time planning engagements.
The firm’s investment approach is primarily long‑term and grounded in fundamental analysis, implemented largely with low‑cost, diversified mutual funds and ETFs while occasionally retaining legacy positions for tax or fit reasons. It also operates a structured client‑managed service geared to passive index or Dimensional fund strategies in which clients execute trades themselves after semiannual reviews and rebalancing guidance.
A larger‑than‑typical portion of the firm’s assets are managed on a non‑discretionary basis, reflecting an emphasis on serving self‑directed clients who maintain trading responsibility and technical proficiency (e.g., online trading and recordkeeping). The firm also provides Schwab Charitable donor‑advised fund advisory and participates in an institutional Schwab platform for custody and support services, which distinguishes its service mix from many peers.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Fee options
One-time financial planning fixed fees typically range from $3,500 to $8,000; ongoing financial planning fees range from $6,000 to $12,000 annually
$0 - $5,000,000: 0.70% annually for investment/portfolio management; 0.50% annually for client managed portfolio service $5,000,001 - $10,000,000: 0.50% annually for investment/portfolio management; 0.30% annually for client managed portfolio service $10,000,001+: 0.20% annually for investment/portfolio management; 0.10% annually for client managed portfolio service
One-time financial planning services at $350 per hour
Account minimum: $1,500,000 for investment/portfolio management services; $2,000,000 for client managed portfolio services (minimums may be waived at the sole discretion of the Advisor) Minimum fee: Minimum quarterly fee of $3,500 for investment/portfolio management services; minimum quarterly fee of $2,500 for client managed portfolio services Fee-only: Fees are solely fee-based; no commissions or other compensation received from product sponsors or third parties
Main office location
Maya Advisors, Inc.
228 Hamilton Avenue, Floor 3
Palo Alto CA 94301, United States
Number of offices
2
Most active in
Maya Advisors, Inc. has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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