May Tree Financial Planning LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$5,634,806
Total clients
15
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
15
Average account size
$375,654
About
May Tree Financial Planning LLC serves individual clients and a limited set of institutional clients, including pension and profit‑sharing plans, charitable organizations, and corporations, and provides investment management alongside financial planning services. Its service mix includes ongoing portfolio management, one‑time portfolio reviews, a subscription-based comprehensive planning option, and educational seminars and speaking engagements.
The firm develops client-specific investment policies and primarily implements passive portfolios made up of index mutual funds and exchange‑traded funds, while also using fundamental, technical, and charting analysis when performing investment analyses. Accounts are managed on a discretionary basis with regular quarterly reviews, and clients may receive performance reports upon request.
Notably, despite a modest asset base (about $5.63 million) and a small client roster (roughly 15 clients), the firm maintains institutional relationships and conducts public educational events that can be provided pro bono or for modest fees. The firm’s principal holds professional planning credentials (ChFC and CDFA) and balances advisory work with outreach through seminars and speaking engagements.
Client services
Financial planning
Portfolio management
Newsletters or periodicals
Educational seminars or workshops
Expertise
General retirement planning
Income planning
Cash flow / budgeting
Debt management
College savings (529s, UTMA, etc.)
Fee options
$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
Main office location
May Tree Financial Planning LLC
Leander TX, United States
Number of offices
1
Most active in
May Tree Financial Planning LLC has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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