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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-02-2017
- Office Locations
- 1
Office Locations
About MAY Tree Financial Planning LLC
May Tree Financial Planning is a Texas-registered, fee-only fiduciary led by Gary May (ChFC, CDFA). The firm delivers comprehensive financial plans spanning retirement, education, and estate/tax planning guidance, plus portfolio reviews and investment guidance. Client focus includes individuals and families navigating widowhood/divorce, as well as the self-employed and retirees; custody includes Schwab and Vanguard.
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Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
Gary Paul May
Chief Compliance Officer, Investment Advisor Representative, Managing Member
- CRD
- #6863946
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,634,806 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,634,806 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,634,806
| Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | $143,194,461 | 6.9% |
| Public Funds | $184,700,102 | 8.9% |
| Cash | $533,347,485 | 25.7% |
| Equity - Exchange | $130,742,769 | 6.3% |
| Corporate - Investment Grade | $180,549,538 | 8.7% |
| Municipal Bonds | $460,712,613 | 22.2% |
| Other | $442,035,073 | 21.3% |
| Total | $2,075,282,041 | 100.0% |