MAYFIELD ADVISORS, INC.
SEC RegisteredHelping you make wise financial decisions today to secure financial flexibility tomorrow
About the firm
Mayfield Advisors is dedicated to providing investment management and strategic wealth planning. Their mission is to provide clients with personalized wealth management services that help them achieve their financial goals, offering insights, education, and support tailored to meet individual needs.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, retirement planning, investment planning, tax planning, and charitable giving.
Who they serve
First-time investors, those getting ready to retire, and anyone looking to build, manage, preserve, and transition wealth.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 15 | $14M |
| High Net Worth Individuals | 23 | $127M |
| Charitable Organizations | 1 | $2.0M |
| State/Municipal Entities | 1 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.00% |
| Next $2,000,000 | 0.90% |
| Next $2,000,000 | 0.80% |
| Next $2,000,000 | 0.70% |
| All amounts thereafter | 0.60% |
Data as of March 2, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MAYFIELD 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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