Advisor at May Tree Financial Planning LLC
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Firm
May Tree Financial Planning LLC
Location
Leander, TX
Credentials
ChFC®, Series 65
Industry experience
8 years
Gary May is a ChFC® and Series 65 credentialed financial advisor with nine years at May Tree Financial Planning LLC and eight years of industry experience. He also manages Nora's Book Niche LLC, a non-financial retail business. May previously worked for Collective Goods (formerly Books Are Fun) for 23 years. May Tree Financial Planning LLC is an independent advisory firm managing approximately $5.3 million for individuals, pension and profit-sharing plans, charitable organizations, and small businesses. The firm provides tailored investment management and financial planning services, emphasizing client-specific investment policies and primarily using a passive approach with index funds and ETFs. It also offers educational seminars and serves institutional-type clients alongside individuals.
Based on May Tree Financial Planning LLC
Based on May Tree Financial Planning LLC
$0 - $1,000,000: 0.50% $1,000,001+: 0.25%
$250 per hour, negotiable
Comprehensive Financial Planning ongoing monthly fee of $50-$500 depending on complexity and client needs
Account minimum: $1,000 Fee-only: Comprehensive Financial Planning: $50-$500 per month depending on complexity and client needs; Hourly Financial Planning: $250 per hour, negotiable
Leander, TX
Texas
Nora's Book Niche LLC
2018 - Present (8 years)
May Tree Financial Planning LLC
2017 - Present (9 years)
Collective Goods formerly Books Are Fun
1995 - 2018 (23 years)
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Insurance agent
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Bank
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They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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