Main Street Financial fees and pricing

Financial planner in Purchase, New York. Registered with the SEC.

According to its Form ADV Part 2A brochure dated February 10, 2026, Main Street Financial charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $300/hr; “Main Street offers financial planning services at an hourly rate of $300 per hour.”

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

“Fees for Advisory Services Wealth management fees are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the wealth management agreement.”
“Fees may be negotiable at the sole discretion of the Advisor.”
“Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”

Its hourly rate of $300 matches the New York median of $300. 45% of the 301 other New York planners that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.5% a year
Clients: 98
Employees: 4
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $71,108,570
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 118130
Website: mainstfinancial.com (opens in new tab)
Phone: (914) 698-8303

Can advise clients in 4 states: Connecticut, Florida, New York, Texas

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.