May Tree Financial Planning LLC

May Tree Financial Planning LLC (CRD# 290213) is a financial advisory firm headquartered in , . They manage $4,303,167 in 22 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.maytreefinancialplanning.com
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    22
    ACCOUNTS
  • Average Account Value
    $195,599
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at May Tree Financial Planning LLC
Showing 1 - 1 of 1 top financial advisors.
1
Gary May, financial advisor Leander TX
Gary P. May
CRD#: 6863946
Leander, TX

Gary May (CRD# 6863946) is an Investment Advisor Representative working at May Tree Financial Planning LLC in Leander, TX and has over 6 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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