AdFi
MA

MAYA Advisors, Inc.

SEC Registered

Your Partner through Life Transitions

Palo Alto, CAhttps://mayaadvisors.com650-704-3074
Assets Under Management
$100M–$500M
Employees
1
Office Locations
1 office
Total Accounts
157

About the firm

Maya Advisors is an independent, fiduciary, fee-only financial advisory firm that serves as a partner to clients through life transitions. The firm focuses on clients' financial well-being and helping them achieve their goals, guided by integrity and accountability.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net Worth

Areas of expertise

FiduciaryFee-onlyIndependentFinancial PlanningInvestment AdvisoryLife TransitionsRetirement PlanningWomenBusy Professionals

Services

Financial planning and investment advisory services, with a focus on supporting clients through life transitions and managing finances during busy or significant life events.

Who they serve

Busy professionals, women experiencing life events, and individuals planning for retirement.

Client segmentClientsAssets managed
High Net Worth Individuals39$137M

Leadership

Lavina Nagar
CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER

Office locations

1 office in 1 state
CA
Palo AltoHQ

Advisors at this firm

1 advisor in the directory

Regulatory & compliance

CRD number
#144325
SEC Number
801-129758
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
Minimum: $1,500,000 (waivable)

Data as of February 2, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MAYA Advisors, Inc. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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MAYA Advisors, Inc. in Palo Alto, CA | AdvisorFinder