Justin May
Tax-focused wealth management for executives & founders
Old Peak Finance · Chapel Hill, North Carolina
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.
Request an introduction to Justin →
Specialties
Who they serve
- Ultra high net worth
- Executives
- Founders
- Multi-generational families
- Pre-retirees
- High earners
- HENRY (High Earners, Not Rich Yet)
- Early-career professionals
- Retirees
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.
Services
- 401(k) & IRA Management
- Alternative Investments
- Cash Flow Planning
- Debt Management
- ESG/Impact Investing
- Estate Planning
- Executive Compensation
- Family Office Services
- Financial Planning
- Insurance/Risk Management
- Life Transition Planning
- Pension Planning
- Portfolio Management
- Real Estate Advisory
- Social Security Planning
- Wealth Management
- Asset Allocation
- Business Succession Planning
- Charitable Giving
- College/Education Planning
- Education Planning
- Exit Planning
- Family Wealth Transfer
- Insurance Planning
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 |
| Assets under management | $500M - $1B |
| Firm founded | 2010 |
| Firm size | 6 - 20 employees |
| Credentials | CFP · MBA |
| Investment approach | Passive management · Blend of both |
| SEC registration | Investment adviser representative in NC · CRD 6675368 |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | oldpeakfinance.com |
How Justin's firm compares
- Ongoing planning starts at $10,000 a year, above the North Carolina median of $4,500 for fee-only firms that publish prices.
- Old Peak Finance's average account is about $1.1 million, from its Form ADV (assets managed divided by 674 accounts).
Request an introduction to Justin
Tell Justin a little about what you're looking for. Justin isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Justin
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.
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
- Old Peak Finance 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.
See something wrong? Request a correction. Read our methodology.