# Mark May

> Mark May is a fee-only financial advisor at Ballast Financial Advisors in West Chester, Pennsylvania, who holds the CFP credential. Ballast Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/mark-may/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Ballast Financial Advisors
- **Based in:** West Chester, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $342.6M across 1,573 accounts
- **Credentials:** CFP
- **CRD:** 7785535 (https://adviserinfo.sec.gov/individual/summary/7785535)
- **SEC registration:** Investment adviser representative in DE
- **Exams passed:** Series 65 (2023)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://www.anchorcap.net/

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Ballast Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Mark charge for financial advice?

Mark's firm, Ballast Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Mark May based?

Mark May is based in West Chester, Pennsylvania.

### What credentials does Mark May hold?

Mark May holds the CFP credential.

### Is Mark May registered with the SEC?

Yes. Mark May is registered as an investment adviser representative in DE (CRD 7785535), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Ballast Financial Advisors manage?

Ballast Financial Advisors reports $342.6M across 1,573 accounts in assets under management.

### How do I contact Mark May?

Through Mark's website, www.anchorcap.net.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7785535): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.