Firm
MainStreet Financial Planning, Inc.
New York, New York
Fee-only
MainStreet Financial Planning, Inc. at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 6 employees.
- Its ongoing planning fee starts at $2,650 a year, below the New York median of $3,600.
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | New York, New York |
|---|---|
| Website | mainstreetplanning.com |
| [email protected] | |
| Phone | (888) 897-6743 |
MainStreet Financial Planning, Inc. fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $2,650 a year |
|---|---|
| One-time plan | From $5,450 |
| How it charges | Ongoing planning fee · One-time plans or projects |
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 | Hourly · Fixed fees |
|---|---|
| Employees | 6 |
| Planning clients | 251-500 |
| Financial planning | Offered |
| Form ADV filed | April 28, 2026 |
| SEC record | CRD 123189 |