RIA Intel›Advisers›Texas›MAIN STREET RETIREMENT PLANNING, LLC

MAIN STREET RETIREMENT PLANNING, LLC

Advisory

N·COPPELL, TX

Data as of Mar 2, 2026 · Source: SEC Form ADV

Total AUM
$717M
1-Year AUM Growth
+5.3%
3-Year CAGR
-1.9%
Employees
3
Assets Under Management
Total AUM$717M
Discretionary AUM$717M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients1,688
Team
Total Employees3
Investment Advisers3
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record19
First FilingJul 9, 2021
Latest FilingMar 2, 2026
🔒 Full AUM trend chart and 19 historical filings spanning 5+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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