Firm
Main Street Asset Managment
Sherman, Texas
Fee-only
Main Street Asset Managment at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 1 advisor is listed here.
- Its average account is about $230,000 (assets it manages divided by its 20 accounts).
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Sherman, Texas |
|---|---|
| Website | mainstreetam.com |
| Phone | (903) 819-1835 |
Main Street Asset Managment fees
Main Street Asset Managment 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 · Performance-based fees |
|---|---|
| Assets managed | $5 million |
| Individual clients | 3 |
| High-net-worth clients | 6 |
| Accounts managed | 20 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | January 27, 2026 |
| SEC record | CRD 149610 |
Advisors at this firm (1)
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