Janelle Durbin
Main Street Research · Lakeville, Connecticut
Janelle Durbin is a fee-only financial advisor at Main Street Research in Lakeville, Connecticut. Janelle charges a percentage of assets (1.25% a year on the first tier of assets managed) and focuses on estate & legacy planning and family wealth transfer.
Request an introduction to Janelle →
Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Main Street Research |
|---|---|
| Based in | Lakeville, Connecticut |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1.25% a year on the first tier of assets managed |
| Works virtually | Yes |
| Assets under management | $2.68B across 3,017 accounts |
| SEC registration | Investment adviser representative in CA, CT, NJ, NY · CRD 6567177 |
| Exams passed | Series 65 (2022) |
| Firm size | 24 employees |
| Disclosures | None reported |
| Website | www.ms-research.com |
Request an introduction to Janelle
Tell Janelle a little about what you're looking for. Janelle isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Janelle
Is Janelle Durbin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Janelle holds no broker registration, and Main Street Research reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Janelle charge for financial advice?
Janelle charges a percentage of assets.
How much does Janelle charge?
According to Main Street Research's website, checked October 30, 2026: 1.25% a year on the first tier of assets managed.
Does Janelle work with clients virtually?
Yes. Main Street Research says on its website that it works with clients remotely.
Where is Janelle Durbin based?
Janelle Durbin is based in Lakeville, Connecticut.
What does Janelle specialize in?
Janelle's specialties include estate & legacy planning and family wealth transfer. Janelle works with multi-generational families.
Is Janelle Durbin registered with the SEC?
Yes. Janelle Durbin is registered as an investment adviser representative in CA, CT, NJ and NY (CRD 6567177), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Main Street Research manage?
Main Street Research reports $2.68B across 3,017 accounts in assets under management.
How do I contact Janelle Durbin?
Through Janelle's website, www.ms-research.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 Research 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.
See something wrong? Request a correction. Read our methodology.