Overview
Assets Under Management: $695 million
Headquarters: COPPELL, TX
High-Net-Worth Clients: 285
Average Client Assets: $2 million
Frequently Asked Questions
MAIN STREET RETIREMENT PLANNING, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #313051), MAIN STREET RETIREMENT PLANNING, LLC is subject to fiduciary duty under federal law.
MAIN STREET RETIREMENT PLANNING, LLC is headquartered in COPPELL, TX.
MAIN STREET RETIREMENT PLANNING, LLC serves 285 high-net-worth clients according to their SEC filing dated November 21, 2025. View client details ↓
According to their SEC Form ADV, MAIN STREET RETIREMENT PLANNING, LLC offers portfolio management for individuals. View all service details ↓
MAIN STREET RETIREMENT PLANNING, LLC manages $695 million in client assets according to their SEC filing dated November 21, 2025.
According to their SEC Form ADV, MAIN STREET RETIREMENT PLANNING, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 285
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.84
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,830
Discretionary Accounts: 2,830
Regulatory Filings
CRD Number: 313051
Filing ID: 2027879
Last Filing Date: 2025-11-21 08:28:09
Website: 0