Mendoza Private Wealth
SEC RegisteredFinancial Advisor in Miami, FL Offering Fee-Only, Fiduciary Guidance
About the firm
Mendoza Private Wealth provides independent fee-only financial planning for successful professionals, business owners and affluent individuals in South Florida. As fiduciaries, they craft tailored strategies that reflect clients' unique goals, offering ongoing support for every aspect of financial life.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive financial planning including asset allocation, tax strategies, and cash flow management; tax-aware investment management including inheritance and sudden-wealth planning; and retirement plan consulting for business owners and professionals.
Who they serve
Successful professionals (particularly in medical and legal fields), affluent families, and small business owners including medical practices, law firms, and insurance agencies.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 18 | $6.6M |
| High Net Worth Individuals | 35 | $94M |
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Less than $500,000 | 1.50% |
| $500,001 - $2,000,000 | 1.20% |
| $2,000,001 - $3,000,000 | 1.10% |
| $3,000,001 - $5,000,000 | 1.00% |
| $5,000,001 - $10,000,000 | 0.90% |
| $10,000,001 - $20,000,000 | 0.80% |
| Over $20,000,000 | 0.70% |
Data as of March 13, 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. Mendoza Private Wealth 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.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched