Jeffrey May
Florian Financial Group · Williamsville, New York
Jeffrey May is a fee-only financial advisor at Florian Financial Group in Williamsville, New York. Florian Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Florian Financial Group |
|---|---|
| Based in | Williamsville, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $215.0M across 957 accounts |
| SEC registration | Investment adviser representative in NY · CRD 5465072 |
| Exams passed | Series 63 (2007) · Series 65 (2008) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.florianfinancialgroup.com |
| Profile |
How Jeffrey's firm compares
- Florian Financial Group's average account is about $225,000, from its Form ADV (assets managed divided by 957 accounts).
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Questions about Jeffrey
Is Jeffrey May a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Florian Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffrey charge for financial advice?
Jeffrey's firm, Florian Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jeffrey May based?
Jeffrey May is based in Williamsville, New York.
Is Jeffrey May registered with the SEC?
Yes. Jeffrey May is registered as an investment adviser representative in NY (CRD 5465072), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Florian Financial Group manage?
Florian Financial Group reports $215.0M across 957 accounts in assets under management.
How do I contact Jeffrey May?
Through Jeffrey's website, www.florianfinancialgroup.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
- 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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