MAIN STREET RETIREMENT PLANNING, LLC

Overview

Main Street Retirement Planning, LLC is an SEC-registered advisory firm (registered in 2021) organized as a limited liability company. The firm serves individual and family clients and offers portfolio management for individuals and small businesses. Its business model includes insurance brokerage alongside advisory services, and the firm charges fees based on a percentage of assets under management. Ownership is listed as a combination of a domestic entity and individual ownership. The firm does not identify as an active ESG investor, is not positioned as a multi-state adviser or pension consultant, and is not a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives