JoAnn May
Forest Asset Management LLC · Riverside, Illinois
JoAnn May is a fee-only financial advisor at Forest Asset Management LLC in Riverside, Illinois, who holds the CFP, CPA/PFS and MBA credentials. JoAnn focuses on retirement planning, tax planning and estate & legacy planning. Forest Asset Management LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
Facts
| Firm | Forest Asset Management LLC |
|---|---|
| Based in | Riverside, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $230.7M across 468 accounts |
| Credentials | CFP · CPA/PFS · MBA · CPA · MST · Other |
| SEC registration | Investment adviser representative in FL, IL, IN, TX · CRD 5109159 |
| Exams passed | Series 65 (2006) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | forestasset.com |
How JoAnn's firm compares
- Forest Asset Management LLC's average account is about $493,000, from its Form ADV (assets managed divided by 468 accounts).
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Questions about JoAnn
Is JoAnn May a fee-only financial advisor?
Yes. JoAnn May is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by JoAnn's firm.
How does JoAnn charge for financial advice?
JoAnn's firm, Forest Asset Management LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is JoAnn May based?
JoAnn May is based in Riverside, Illinois.
What does JoAnn specialize in?
JoAnn's specialties include retirement planning, tax planning, estate & legacy planning, small business owners and student loans. JoAnn works with retirees.
What credentials does JoAnn May hold?
JoAnn May holds the CFP, CPA/PFS, MBA, CPA, MST and Other credentials.
Is JoAnn May registered with the SEC?
Yes. JoAnn May is registered as an investment adviser representative in FL, IL, IN and TX (CRD 5109159), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Forest Asset Management LLC manage?
Forest Asset Management LLC reports $230.7M across 468 accounts in assets under management.
How do I contact JoAnn May?
Through JoAnn's website, forestasset.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Forest Asset Management LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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