Debora May is a CFP-designated registered investment advisor at Councilor Wealth LLC, based in Rancho Mirage, CA, with 29 years of industry experience. Debora operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 197 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 0.90% |
| $750K - $1.3M | 0.90% |
| $1.3M - $2.5M | 0.80% |
| $2.5M - $3.8M | 0.70% |
| $3.8M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees for accounts under $750,000 and over $10,000,000 are negotiable.
Fee Estimator
Location
Rancho Mirage, CA
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Debora May is a full-time CPA and CFP. She provides financial planning and accounting services.
Employment History
Current Registrations
Councilor Wealth LLC
Previous Registrations
May & Barnhard, PC
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Ronald Bernstein, CFP, PFSPrism Planning Partners
- Andrew Fishman, CFPPrivate Client Services, LLC
- Howard Rubin, CFPCetera Investment Advisers LLC
- Christian Choi, CFPRelion Assets Management, LLC
- Phillip Niblo, CFPAdvisory Services Network
- Maria Kiner, CFPThe Wealth Consulting Group