Mark May
Ballast Financial Advisors · West Chester, Pennsylvania
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.
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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 | $342.6M across 1,573 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in DE · CRD 7785535 |
| Exams passed | Series 65 (2023) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.anchorcap.net |
How Mark's firm compares
- Ballast Financial Advisors's average account is about $218,000, from its Form ADV (assets managed divided by 1,573 accounts).
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Questions about Mark
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.
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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