Mayfield Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$140,509,619
Clients
38
Advisors
4
of 4 employees
About
Mayfield Advisors, Inc. provides discretionary investment management, written financial planning, retirement-plan advisory and consulting services to individuals (including high‑net‑worth clients), trusts, estates, and small businesses. The firm also works with participant‑directed employee retirement plans, offering plan analysis, investment option selection, and participant education.
The firm’s investment approach is grounded in Modern Portfolio Theory and a belief in market efficiency, favoring diversified, buy‑and‑hold allocations implemented primarily through passively managed mutual funds and ETFs (with frequent use of Dimensional Fund Advisors funds). Mayfield documents client objectives in written investment policy statements, uses tools such as Monte Carlo simulation for planning, conducts periodic account reviews, and may retain third‑party managers for fixed‑income mandates.
A distinctive feature is Mayfield’s affiliation with the accounting firm Irvin, Abrahamson & Co., CPAs: the president of Mayfield is the sole shareholder of that accounting firm and related persons of Mayfield are employed as accountants there, leading to cross‑referral activity and a substantial portion of staff time devoted to accounting and tax work. The firm manages roughly $143 million across a relatively small roster of about 38 client relationships and relies on Focus Partners Advisor Solutions for retirement‑plan and operational support, producing a concentrated client base and integrated advisory/accounting service model.
Client services
Expertise
Fee options
Fixed fees typically ranging from $1,500 to $7,500 for financial planning and consulting.
$0 - $1,000,000: 1.00% $1,000,000 - $3,000,000: 0.90% $3,000,000 - $5,000,000: 0.80% $5,000,000 - $7,000,000: 0.70% $7,000,000+: 0.60%
Hourly rates ranging from $150 to $250 per hour for financial planning and consulting.
Account minimum: $500,000 Minimum fee: Minimum annual fee of $500 for Financial Planning & Consulting services, may be reduced or waived at discretion. Fee-only: Financial planning and consulting fees as fixed fees ranging from $1,500 to $7,500 or hourly rates from $150 to $250 per hour.
Main office
438 Cambridge Avenue, Suite 100
Palo Alto CA 94306-1404
Advisors at this office
4
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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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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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.
Advisors at this firm
Mark T
CFP®, Series 63, Series 66
Palo Alto, CA
Mayfield Advisors, Inc.
Mark Torres is a CFP® professional with nine years of industry experience, currently serving as an advisor at Mayfield Advisors, Inc. in Palo Alto, CA. His prior experience includes roles at Morgan Stanley Private Bank and The Vanguard Group. Mayfield Advisors, Inc. provides discretionary investment management and financial planning services to individuals, trusts, estates, and small businesses, including high-net-worth clients. The firm emphasizes a diversified, buy-and-hold investment approach based on Modern Portfolio Theory and market efficiency, often utilizing passively managed mutual funds and ETFs.
Christopher T
Series 65
Palo Alto, CA
Mayfield Advisors, Inc.
Christopher Torres is a financial advisor with Mayfield Advisors, Inc. in Palo Alto, CA, holding a Series 65 designation and bringing 19 years of industry experience. He has been with Mayfield Advisors since 2007 and is also affiliated with Irvin, Abrahamson & Co., where he has been involved since 2004. Mayfield Advisors provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, and small businesses. The firm employs a diversified, buy-and-hold investment approach based on Modern Portfolio Theory, primarily using passively managed mutual funds and ETFs, and is noted for its integrated advisory and accounting services through an affiliation with an accounting firm.
Lamberto T
CFP®
Palo Alto, CA
Mayfield Advisors, Inc.
Lamberto Torres is a CFP® professional with 19 years of experience at Mayfield Advisors, Inc. He has been with Mayfield since 2007 and is also affiliated with Irvin, Abrahamson & Co., where he has worked since 1983. Mayfield Advisors, Inc. provides discretionary investment management and financial planning services to individuals, trusts, estates, and small businesses, including high-net-worth clients. The firm employs a Modern Portfolio Theory-based approach, favoring diversified, buy-and-hold portfolios primarily using passively managed funds, and integrates advisory services with accounting through its affiliation with an accounting firm.
Yu Chi P
Series 65
Palo Alto, CA
Mayfield Advisors, Inc.
Yu Chi Peng Lee is a financial advisor at Mayfield Advisors, Inc. in Palo Alto, CA, with 19 years of industry experience. He holds the Series 65 designation and has been with Mayfield Advisors since 2007. Lee is also associated with the accounting firm Irvin, Abrahamson & Co., where related persons of Mayfield are employed, facilitating cross-referral between the firms. Mayfield Advisors provides discretionary investment management, financial planning, retirement-plan advisory, and consulting services to individuals, trusts, estates, small businesses, and participant-directed employee retirement plans. The firm employs a Modern Portfolio Theory-based approach with diversified, buy-and-hold allocations primarily through passively managed mutual funds and ETFs, supported by written investment policy statements and regular account reviews.
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