Gary May
May Tree Financial Planning · Leander, Texas
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.
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Specialties
Who they serve
- Retirees
- Divorced individuals
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 |
| Assets under management | $5.6M across 25 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in TX · CRD 6863946 |
| Exams passed | Series 65 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.maytreefinancialplanning.com |
| Profile |
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Questions about Gary
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- May Tree Financial Planning website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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