Mayfield Advisors, Inc.

Mayfield Advisors, Inc., established in 2007, is a registered investment adviser based in Palo Alto, CA. Specializing in investment management services, Mayfield manages portfolios for individuals, retirement plans, trusts, and small businesses. The firm primarily recommends portfolios of mutual funds and ETFs, with a focus on Dimensional Fund Advisors (DFA) products. Mayfield may also recommend real estate trusts and commodities index funds. The firm provides financial planning services, offering detailed plans covering areas such as tax analysis, retirement strategies, and investment alternatives. Mayfield's investment approach is rooted in Modern Portfolio Theory, emphasizing diversified portfolios and passive asset class investments. For investment management services, Mayfield charges an annual fee based on a percentage of assets under management, with minimum initial investment requirements. The firm also offers employee benefit retirement plan services, with fees based on plan assets. Financial planning and consulting services are charged either a fixed fee or hourly rate, tailored to each client's circumstances. Mayfield does not charge performance-based fees and acts as a fiduciary, requiring written authority for investment discretion. Mayfield does not vote proxies on behalf of clients and does not have custody of client assets beyond fee deduction. Mayfield has no disciplinary events and maintains a Code of Ethics for all staff members.