MAIN STREET RETIREMENT PLANNING, LLC
  • MAIN STREET RETIREMENT PLANNING, LLC
  • MAIN STREET RETIREMENT PLANNERS, LLC

Adviser Profile

As of Date 03/02/2026
Registration SEC, Approved, 10/18/2021
ADV Location COPPELL, TX, United States
Contact Info 972 xxxxxxx
Websites
AUM* 716,585,273 17%
of that, discretionary 716,585,273 17%
Number of Employees 3
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 244,819 8%
% High Net Worth 8.59% -60%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

717M 614M 512M 409M 307M 205M 102M
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser PWA FINANCIAL Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM267.9m #Funds-
Adviser MARMO FINANCIAL GROUP, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM295.2m #Funds-
Adviser APPLIED CAPITAL Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM157.4m #Funds-
Adviser BIRCH WEALTH MANAGEMENT Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM62.1m #Funds-
Adviser WALDMAN FINANCIAL ADVISERS Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM104.3m #Funds-
Adviser CHRISTENSEN GROUP FINANCIAL, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM24.8m #Funds-
Adviser KENNEDY INVESTMENT GROUP Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM633.2m #Funds-
Adviser SPG ADVISORS LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM535.4m #Funds-
Adviser KURE ADVISORY, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM259.0m #Funds-
Adviser LAKE HILLS WEALTH MANAGEMENT, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM206.9m #Funds-