David Peloquin
Main Street Advisors · Westminster, Maryland
David Peloquin is a fee-only financial advisor at Main Street Advisors in Westminster, Maryland, who holds the CFP credential. David focuses on retirement planning, estate & legacy planning and tax planning. Main Street Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Early-career professionals
- Pre-retirees
- Retirees
Facts
| Firm | Main Street Advisors |
|---|---|
| Based in | Westminster, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Fees (firm's website) | Ongoing planning from $719.4 a year |
| Accepting new clients | Yes |
| Assets under management | $81.5M across 298 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MD, PA · CRD 1423632 |
| Exams passed | Series 63 (1985) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.mainstadvisors.com |
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Questions about David
Is David Peloquin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Main Street Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Main Street Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
How much does David charge?
According to Main Street Advisors's website, checked October 30, 2026: ongoing planning from $719.4 a year.
Where is David Peloquin based?
David Peloquin is based in Westminster, Maryland.
What does David specialize in?
David's specialties include retirement planning, estate & legacy planning and tax planning. David works with early-career professionals, pre-retirees and retirees.
What credentials does David Peloquin hold?
David Peloquin holds the CFP credential.
Is David Peloquin registered with the SEC?
Yes. David Peloquin is registered as an investment adviser representative in MD and PA (CRD 1423632), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Main Street Advisors manage?
Main Street Advisors reports $81.5M across 298 accounts in assets under management.
How do I contact David Peloquin?
Through David's website, www.mainstadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Main Street Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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