Main Street Investments

Main Street Investments at a glance

• One of 136 fee-only firms based in Missouri in the Wellspent graph.
• 1 advisor is listed here, who holds the CFP.
• Its Form ADV reports 1 employee and 30 individual clients, 4 of them high net worth.
• Its average account is about $131,000 (assets it manages divided by its 71 accounts).

Fee-only advisors in Missouri · What fee-only advisors charge in Missouri

Facts

Main Street Investments fees

Main Street Investments 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

Advisors at this firm (1)

• Mathew Dahlberg

  CFP

Other fee-only firms in Kansas City

• Nicholson Meyer Capital Management
• Private Wealth Consulting
• Ryan Poage &
• Sarver Vrooman Wealth Advisors
• Sonas Financial Group
• Sterneck Capital Management
• Tandem Financial Guidance, LLC
• Tax Favored Retirement

Fee-only advisors in Missouri