May Tree Financial Planning LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
May Tree Financial Planning LLC serves individual clients and a limited set of institutional clients, including pension and profit‑sharing plans, charitable organizations, and corporations, and provides investment management alongside financial planning services. Its service mix includes ongoing portfolio management, one‑time portfolio reviews, a subscription-based comprehensive planning option, and educational seminars and speaking engagements.
The firm develops client-specific investment policies and primarily implements passive portfolios made up of index mutual funds and exchange‑traded funds, while also using fundamental, technical, and charting analysis when performing investment analyses. Accounts are managed on a discretionary basis with regular quarterly reviews, and clients may receive performance reports upon request.
Notably, despite a modest asset base (about $5.63 million) and a small client roster (roughly 15 clients), the firm maintains institutional relationships and conducts public educational events that can be provided pro bono or for modest fees. The firm’s principal holds professional planning credentials (ChFC and CDFA) and balances advisory work with outreach through seminars and speaking engagements.
Client services
Expertise
Fee options
$0 - $1,000,000: 0.50% $1,000,001+: 0.25%
$250 per hour, negotiable
Comprehensive Financial Planning ongoing monthly fee of $50-$500 depending on complexity and client needs
Account minimum: $1,000 Fee-only: Comprehensive Financial Planning: $50-$500 per month depending on complexity and client needs; Hourly Financial Planning: $250 per hour, negotiable
Main office
Leander TX
Advisors at this office
1
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)