Main Avenue Financial Services, LLC at a glance
- One of 191 fee-only firms based in Oregon in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 2 employees and 77 individual clients, 43 of them high net worth.
- Its average account is about $423,000 (assets it manages divided by its 241 accounts).
Fee-only advisors in Oregon · What fee-only advisors charge in Oregon
Facts
| Based in | Beaverton, Oregon |
|---|---|
| Website | mainavenuefinancial.com |
| [email protected] | |
| Phone | (503) 336-3776 |
Questions about Main Avenue Financial Services, LLC
How is Main Avenue Financial Services, LLC paid?
Main Avenue Financial Services, LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Main Avenue Financial Services, LLC have in the Wellspent public graph?
The Wellspent public graph lists 2 advisors at Main Avenue Financial Services, LLC, and 1 hold the CFP.
What is the average account at Main Avenue Financial Services, LLC?
Main Avenue Financial Services, LLC's average account is about $423,000. That's the assets on its Form ADV divided by its 241 accounts.
Main Avenue Financial Services, LLC fees
Main Avenue Financial Services, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $102 million |
| Individual clients | 34 |
| High-net-worth clients | 43 |
| Accounts managed | 241 |
| Employees | 2 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 151580 |