PlannerFees

Main Street Financial Solutions, LLC fees and pricing

Financial planner in Newtown, Pennsylvania. Registered with the SEC.

According to its Form ADV Part 2A brochure dated August 10, 2026, Main Street Financial Solutions, LLC charges a flat or project fee of $300⁠-⁠$15,000 for financial planning.

Published fees

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

Flat or project fee
$300⁠-⁠$15,000
“These fees are negotiable but typically range from $300 to $15,000 on a fixed fee basis depending upon the scope and complexity of the services and the professional rendering the financial planning and/or the consulting services.”

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

How Main Street Financial Solutions, LLC bills

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

  • “Main Street Financial Solutions requires one-half of the fee (estimated hourly or fixed) payable upon execution of the advisory agreement.”
  • “The outstanding balance is due upon delivery of the financial plan or completion of the agreed upon services.”
  • “The annual management fee is charged quarterly, generally in advance, based upon the market value of the assets under management on the last day of the previous calendar quarter.”

How Main Street Financial Solutions, LLC’s fees compare

  • Its flat or project fee of $300-$15,000 spans the Pennsylvania median of $3,650. 78% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
  • 4 of the 4 other planners in Newtown that publish a flat or project fee charge less.

About Main Street Financial Solutions, LLC

“Main Street Financial Solutions (or the “Firm”) offers a variety of advisory services, which include financial planning, consultation services, and investment management services.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 41 employees.
  • Founded: 2002 (24 years).

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
2% a year
Clients
1,981
Employees
41
Works with
Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed
$2,508,000,000
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
305834
Website
tblfinancial.com (opens in new tab)
Phone
(215) 259-5021

Can advise clients in 26 states: Alabama, Arkansas, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Idaho, Illinois, Massachusetts, Maryland, Michigan, North Carolina, New Hampshire, New Jersey, New York, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Virginia, Washington

Other planners in Newtown that publish fees

Compare all 15 planners in Newtown

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.