# Gary May

> Gary May is a fee-only financial advisor at May Tree Financial Planning in Leander, Texas, who holds the ChFC credential. Gary focuses on retirement planning, divorce financial planning and small business owners. May Tree Financial Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/gary-may/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** May Tree Financial Planning
- **Based in:** Leander, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $5.6M across 25 accounts
- **Credentials:** ChFC
- **Specialties:** Retirement planning, Divorce financial planning, Small business owners
- **Works with:** Retirees, Divorced individuals
- **CRD:** 6863946 (https://adviserinfo.sec.gov/individual/summary/6863946)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 65 (2017)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.maytreefinancialplanning.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Gary holds no broker registration, and May Tree Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Gary charge for financial advice?

Gary's firm, May Tree Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Gary May based?

Gary May is based in Leander, Texas.

### What does Gary specialize in?

Gary's specialties include retirement planning, divorce financial planning and small business owners. Gary works with retirees and divorced individuals.

### What credentials does Gary May hold?

Gary May holds the ChFC credential.

### Is Gary May registered with the SEC?

Yes. Gary May is registered as an investment adviser representative in TX (CRD 6863946), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does May Tree Financial Planning manage?

May Tree Financial Planning reports $5.6M across 25 accounts in assets under management.

### How do I contact Gary May?

Through Gary's website, www.maytreefinancialplanning.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6863946): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://maytreefinancialplanning.com/): specialties, clients served, and fees, checked October 30, 2026

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