Firm
Main Street Wealth Management
Baldwinsville, New York
Fee-only
Main Street Wealth Management at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 26 individual clients.
- Its average account is about $225,000 (assets it manages divided by its 60 accounts).
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | Baldwinsville, New York |
|---|---|
| Website | mainstwm.com |
| Phone | (315) 516-8052 |
Main Street Wealth Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| Account minimum | None |
| How it charges | Percentage of assets · Flat fee · Hourly · One-time plans or projects |
In the firm's words
"Our annual fee is 1% of assets under management (AUM) for assets under $500,000." source
"We do not have any account minimums" source
"Our annual fee is 1% of assets under management (AUM) for assets under $500,000." source
"For assets of $500,000 to $3,000,000 our fee is a flat $5,200." source
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 | $14 million |
| Individual clients | 26 |
| Accounts managed | 60 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | June 12, 2025 |
| SEC record | CRD 301185 |