May Tree Financial Planning LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Financial Planning engagements are offered at an hourly rate of $250 per hour, but may be negotiated lower depending on complexity.”

Monthly fee

$50⁠-⁠$500/mo

“Comprehensive Financial Planning Comprehensive Financial Planning consists of an ongoing fee that is paid monthly, in arrears, at the rate of $50$500 per month depending on complexity and needs of the client.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How May Tree Financial Planning LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
• “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”

How May Tree Financial Planning LLC’s fees compare

• Its hourly rate of $250 is below the Texas median of $275. 28% of the 468 other Texas planners that publish an hourly rate charge less.
• 1 of the 3 other planners in Leander that publish an hourly rate charge less.

About May Tree Financial Planning LLC

• Principal: Gary May
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2017 (9 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

0.5% a year

Clients

15

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, newsletters and publications, and educational seminars and workshops

Assets managed

$5,634,806

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

290213

Website

maytreefinancialplanning.com (opens in new tab)

Phone

(512) 817-0815

Other planners in Leander that publish fees

• Ankerstar Wealth, LLCLeander$1,500
• As Investment Partners LLCLeander$250/hr
• Kconnally Strategies, LLCLeander$100/hr
• Subnani Investment Research, LLCLeander$50⁠-⁠$100/mo
• Tax Pro AdvisorLeander$250/hr

Compare all 8 planners in Leander