MAINSTREET FINANCIAL PLANNING, INC.

Overview

Mainstreet Financial Planning, Inc. operates as a small, corporation-structured advisory firm focused on fee-for-service financial planning and client education rather than discretionary portfolio management. Its stated activities center on comprehensive financial planning and running educational seminars or workshops. Compensation is through hourly charges and fixed-fee engagements rather than percentage-based asset fees. The firm is owned by an individual and does not act as a capital allocator or as a multi-state registered adviser according to the available records. It is not identified as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices