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Mayes Financial Planning

Mayes Financial Planning is a Fee-Only Financial Planning firm in Carlsbad, CA. We offer hourly, as-needed financial advice to mainstream Americans.
Address2755 Jefferson St Ste 208 Carlsbad, CA 92008-1715
Phone(760) 729-8900
Professional Advice to Secure Your Future
Welcome to the Mayes Financial Planning Web site. As you will see, we are a different type of financial advisory firm. We believe that we offer unique value to our clients, because we are:

Fee-Only We earn money solely from fees paid by our clients. We provide only objective advice, since we do not sell any financial products or earn commissions or referral fees.

Highest qualification, ethics, and education standards As a CERTIFIED FINANCIAL PLANNERTM practitioner, I have met the rigorous background requirements of, and am committed to the ethics and continuing education standards of, the CFP Board of Standards and NAPFA.

Accessible and affordable Since we charge on an hourly basis, we can provide financial advice to anyone who needs it. We have no required minimum assets or retainer fee to become a client.

Personal service We focus on your most pressing financial concerns, and tailor our services to meet your needs and your budget. We do not have a cookie cutter approach to financial planning.

To learn more about Mayes Financial Planning, click on the Services & Benefits tab at the left, and see if we may be able to help you with your financial questions and issues. Then learn more about us in the Background section. If you think our services may be a fit for you, please Contact Us and use the inquiry form or call us to schedule a no-cost, no-obligation Get Acquainted meeting. More about this initial meeting and the planning process that we follow is provided in the How We Work section.

You dont have to be rich to get started. We are all about helping clients make smart decisions to reach their financial goals and achieve peace of mind.

We are also pleased to offer financial information and commentary on our Web site. Because your life, the financial landscape, and market conditions are always changing, new content will be added frequently to our site. Please visit us frequently to read the latest Client Update, see what's new in the Press, and visit some suggested Web Resources.
Thanks for visiting us online. Enjoy your visit, and we hope to meet you soon!


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