# Dane May

> Dane May is a fee-only financial advisor at D&M Strategic Wealth in Irvine, California. Dane charges a percentage of assets and focuses on crypto & digital assets, small business owners and retirement planning.

Page: https://find.wellspent.co/advisors/dane-may/
Built from public directory listings; last checked April 25, 2026.

## Facts

- **Firm:** D&M Strategic Wealth
- **Based in:** Irvine, California
- **Fee model:** Percentage of assets
- **Assets under management (firm):** $25M - $100M
- **Specialties:** Crypto & digital assets, Small business owners, Retirement planning, Family wealth transfer, Equity compensation, Estate & legacy planning, Tax planning
- **Works with:** High earners, HENRY (High Earners, Not Rich Yet), Ultra high net worth, Founders, Executives, Early-career professionals, Pre-retirees, Retirees, Multi-generational families, Cross-border families, Tech employees
- **CRD:** 7780369 (https://adviserinfo.sec.gov/individual/summary/7780369)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2023)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** dmstrategicwealth.com

## About

DePaolo & May Strategic Wealth is an independent, boutique financial advisory firm dedicated to helping high-net-worth individuals, families, and business owners build, preserve, and transfer wealth through tailored investment management and holistic financial planning. We blend institutional-grade research with a forward-looking, thematic approach—identifying opportunities driven by macroeconomic shifts, sector rotations, and evolving client needs. Our firm was built to serve clients who have outgrown traditional advisors and are seeking a more sophisticated, responsive, and technology-forward partner to guide them through complex financial decisions and long-term wealth strategies.

## Frequently asked questions

### Is Dane May a fee-only financial advisor?

Yes. Dane May is listed in the public advisor directory (listed as fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Dane's firm.

### How does Dane charge for financial advice?

Dane charges a percentage of assets.

### Where is Dane May based?

Dane May is based in Irvine, California.

### What does Dane specialize in?

Dane's specialties include crypto & digital assets, small business owners, retirement planning, family wealth transfer, equity compensation and estate & legacy planning. Dane works with high earners, HENRY (High Earners, Not Rich Yet), ultra high net worth, founders and executives.

### Is Dane May registered with the SEC?

Yes. Dane May is registered as an investment adviser representative in CA (CRD 7780369), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does D&M Strategic Wealth manage?

D&M Strategic Wealth reports $25M - $100M in assets under management.

### How do I contact Dane May?

Through Dane's website, dmstrategicwealth.com.

## Sources

- Public advisor directory: listed as fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://dmstrategicwealth.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.