Main Street Asset Managment fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100/hr

“Financial Planning and Consulting Services Main Street Asset Management offers financial planning and consulting services on an hourly basis for $100 per hour, which may be negotiable depending on the nature and complexity of each client’s circumstances.”

Flat or project fee

$500⁠-⁠$3,000

“The Advisor may also charge a negotiable fixed fee ranging from $500 to $3,000 for a financial plan, the total of which is dependent upon the level and scope of these services.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Main Street Asset Managment bills

Payment and refund terms, quoted from the fee section of the brochure.

• “This Advisory Fee for investment management will be payable quarterly in arrears.”
• “The first payment is due within 15 days after the end of the calendar quarter in which the advisory agreement is executed and will be assessed pro-rata.”
• “After five (5) business days, clients may receive pro-rata charges, which take into account work completed by Main Street Asset Management on behalf of the client.”

How Main Street Asset Managment’s fees compare

• Its hourly rate of $100 is below the Texas median of $275. None of the 468 other Texas planners that publish an hourly rate charge less.
• Its flat or project fee of $500-$3,000 is below the Texas median of $3,850. 19% of the 401 other Texas planners that publish a flat or project fee charge less.

About Main Street Asset Managment

• Registered as an adviser: 2009 (17 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

9

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, market timing, educational seminars and workshops, and other services

Assets managed

$4,603,548

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

149610

Website

mainstreetam.com (opens in new tab)

Phone

(903) 819-1835

Other planners in Texas that publish fees

• 11 FinancialLufkin$250/hr, $50⁠-⁠$5,000
• 1900 WealthSan Antonio$350/hr, $1,500
• 360 Wealth CreationAustin$250/hr
• 3T Advisors LLCWaco$250/hr, $250⁠-⁠$10,000
• 7 Saturdays FinancialWylie$250/hr, $500⁠-⁠$10,000
• 83 FinancialParker$250/hr, $250⁠-⁠$10,000

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