MAY TREE FINANCIAL PLANNING LLC

MAY TREE FINANCIAL PLANNING LLC is an SEC-registered investment adviser (CRD 290213). Regulatory assets under management: $5.6M.

Registration

• CRD: 290213
• Type: Registered investment adviser
• Phone: (512) 817-0815
• Latest filing: 2026-03-23
• Regulatory AUM: $5.6M
• Discretionary AUM: $5.6M
• Clients: 1
• Accounts: 25

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 290213 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search