Main Street Investment Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 6, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,500⁠-⁠$5,000

“MSIM charges a negotiable fixed fee between $1,500 and $5,000 based on complexity and unique Client needs.”

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

How Main Street Investment Management bills

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

• “Clients may terminate their account within five business days of signing the Investment Advisory Agreement for a full refund.”
• “If the services to be provided start any time other than the first day of a quarter or month, the fee will be prorated based on the number of days remaining in the quarter or month.”
• “Client may elect to be billed directly or have fees deducted from Plan Assets.”

How Main Street Investment Management’s fees compare

• Its flat or project fee of $1,500-$5,000 spans the Oklahoma median of $2,875. 57% of the 35 other Oklahoma planners that publish a flat or project fee charge less.
• 4 of the 6 other planners in Edmond that publish a flat or project fee charge less.

About Main Street Investment Management

• Firm size: 2 employees.
• Registered as an adviser: 2012 (14 years).

Planning areas mentioned in the brochure

• Business owners

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

260

Employees

2

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$66,119,198

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

161452

Website

mstadv.com (opens in new tab)

Phone

(405) 285-5566

Other planners in Edmond that publish fees

• Blessed Financial Investments, LLCEdmond$100⁠-⁠$500/hr, $1,000⁠-⁠$3,000
• Conkin Financial Group, Inc.Edmond$10,000
• Dean Davis Wealth LLCEdmond$500⁠-⁠$5,000
• Dustin Rippetoe LLCEdmond$1,000/mo, $3,500/yr
• Entrust Parable Capital, LLCEdmond$120⁠-⁠$200/hr
• Render Financial, LLCEdmond$250/hr, $2,500

Compare all 17 planners in Edmond