MAY Tree Financial Planning LLC

RIASEC Registered

Total AUM

$5.6M

Discretionary

$5.6M

100% of AUM

Avg account

$225K

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 290213
Website: maytreefinancialplanning.com
Custodians: CHARLES SCHWAB & CO., INC., THE VANGUARD GROUP, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals63.8%
HNWI36.2%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

MAY Tree Financial Planning LLC is an independent, individually owned registered investment adviser organized as a limited liability company. The firm focuses on serving individual and family clients with a mix of financial planning and discretionary portfolio management. Its service menu also includes work with small businesses and institutional/business portfolios, along with client education through newsletters and seminars or workshops. The firm bills through a combination of percentage-of-AUM fees, hourly charges, and fixed fees, allowing flexibility for engagement types that range from ongoing advisory relationships to project-based planning. MAY Tree does not identify as an active ESG investor and is not reported as a multi-state adviser or a capital allocator.