# Justin May

> Justin May is a fee-only financial advisor at Old Peak Finance in Chapel Hill, North Carolina, who holds the CFP and MBA credentials. Justin charges a flat fee or retainer and a percentage of assets (ongoing planning from $10,000 a year and 0.3% a year on the first tier of assets managed) and focuses on small business owners, retirement planning and family wealth transfer.

Page: https://find.wellspent.co/advisors/justin-may/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Old Peak Finance
- **Based in:** Chapel Hill, North Carolina
- **Fee model:** Flat fee or retainer; Percentage of assets
- **Fees (firm's website):** ongoing planning from $10,000 a year; 0.3% a year on the first tier of assets managed; no asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $500M - $1B
- **Credentials:** CFP, MBA
- **Specialties:** Small business owners, Retirement planning, Family wealth transfer, Equity compensation, Sustainable & impact investing, Pension planning, Real estate investors, Tax planning, Estate & legacy planning, Founders (pre-exit)
- **Works with:** Ultra high net worth, Executives, Founders, Multi-generational families, Pre-retirees, High earners, HENRY (High Earners, Not Rich Yet), Early-career professionals, Retirees
- **CRD:** 6675368 (https://adviserinfo.sec.gov/individual/summary/6675368)
- **SEC registration:** Investment adviser representative in NC
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** http://oldpeakfinance.com

## About

Old Peak specializes in ongoing wealth management for executives and founders. Specializing in tax planning, equity compensation, and investment management. Working in teams, our advisors help executives and their families match their personal goals with their money. We start with the most pressing items, then work comprehensively through all areas of your financial life.

## Frequently asked questions

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

Yes. Justin 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 Justin's firm.

### How does Justin charge for financial advice?

Justin charges a flat fee or retainer and a percentage of assets.

### How much does Justin charge?

According to Old Peak Finance's website, checked October 28, 2026: ongoing planning from $10,000 a year; 0.3% a year on the first tier of assets managed; no asset minimum.

### Where is Justin May based?

Justin May is based in Chapel Hill, North Carolina.

### What does Justin specialize in?

Justin's specialties include small business owners, retirement planning, family wealth transfer, equity compensation, sustainable & impact investing and pension planning. Justin works with ultra high net worth, executives, founders, multi-generational families and pre-retirees.

### What credentials does Justin May hold?

Justin May holds the CFP and MBA credentials.

### Is Justin May registered with the SEC?

Yes. Justin May is registered as an investment adviser representative in NC (CRD 6675368), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Old Peak Finance manage?

Old Peak Finance reports $500M - $1B in assets under management.

### How do I contact Justin May?

Through Justin's website, oldpeakfinance.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/38053): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://oldpeakfinance.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.