# May Tree Financial Planning LLC

May Tree Financial Planning LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://maytreefinancialplanning.com

## Regulatory record

- **CRD number:** 290213
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/290213

## About

MAY TREE FINANCIAL PLANNING LLC is a state-registered investment adviser with $6 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.

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- [Federal Benefits Advisors](https://altss.com/profile/federal-benefits-advisors)
- [SANOSTRO AG](https://altss.com/profile/sanostro-ag)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/may-tree-financial-planning-llc

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