Fee-only adviser · Menlo Park, CA
Mezzi
Mezzi is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Menlo Park, California. On its latest Form ADV, filed September 17, 2026, it reports 317 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 337818 · SEC file 801-134438 |
| Office | 700 El Camino Real Suite 120, #1083 Menlo Park, CA 94025 |
| Phone | (415) 612-2667 |
| Website | www.mezzi.com |
| Regulatory assets under management | Not reported |
| Individual clients | 317 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | 251-500 |
| How it charges | Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 10 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | September 17, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Menlo Park
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- Nelson Capital Management, LLC $811M
- Sage Rhino Capital LLC $884M
- Avalon Capital Management $582M
- Roberts Wealth Advisors, LLC $446M
- Clearpath Capital Partners LLC $161M
See all 18 fee-only advisers in Menlo Park →
Nearby
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- San Carlos 1 firm
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- Mountain View 7 firms
- Foster City 6 firms
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