Advisor at Ballast Financial Advisors, LLC
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Firm
Ballast Financial Advisors, LLC
Location
Georgetown, DE 19947
Credentials
CFP®, Series 65
Industry experience
2 years
Mark May is a CFP® with two years of industry experience, currently serving as a financial advisor at Ballast Financial Advisors, LLC. His prior experience includes roles at JP Morgan Chase & Co. and various positions outside finance. He serves on the board of directors for People's Place, a nonprofit addressing social and mental health needs in Delaware. Ballast Financial Advisors, LLC serves individual and high-net-worth clients as well as trusts, pension/profit-sharing plans, and corporate clients. The firm offers asset management, standalone financial planning, and retirement plan consulting, employing a mix of analytical methods and occasionally using third-party money managers to implement client strategies.
Based on Ballast Financial Advisors, LLC
Based on Ballast Financial Advisors, LLC
Flat fees up to $10,000 for financial planning, consulting, and retirement plan consulting services
Hourly fees up to $500/hour for financial planning and consulting services
Fee-only: Hourly fees up to $500/hour; flat fees up to $10,000 for financial planning and consulting services
33 The Circle, Georgetown, De 19947
Georgetown, DE 19947
Delaware
Ballast Financial Advisors, LLC
2023 - Present (3 years)
Ballast Financial Advisors, LLC
2022 - 2023 (1 year)
JP Morgan Chase & Co.
2022 - 2022 (1 year)
Ballast Financial Advisors, LLC
2021 - 2022 (1 year)
Spitzer Lighting
2021 - 2021 (1 year)
Mathnasium
2019 - 2021 (2 years)
University of Delaware
2019 - 2023 (4 years)
Kohl's
2019 - 2019 (1 year)
Seton Home Study School
2013 - 2019 (6 years)
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Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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