Main Street Investors, LLC fees and pricing
Financial planner in Brentwood, Tennessee. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, Main Street Investors, LLC charges a flat or project fee of $250-$2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $250-$2,500
“4 The negotiated fixed rate for creating client financial plans is between $250 and $2,500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Main Street Investors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Matson collects fees in advance of every quarter (i.e. at the beginning of January, April, July, and October) directly from the clients' account.”
- “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
- “Clients may terminate the agreement without penalty for a full refund of MSI's fees within five business days of signing the Investment Advisory Contract.”
How Main Street Investors, LLC’s fees compare
- Its flat or project fee of $250-$2,500 is below the Tennessee median of $3,000. 25% of the 89 other Tennessee planners that publish a flat or project fee charge less.
- 2 of the 7 other planners in Brentwood that publish a flat or project fee charge less.
About Main Street Investors, LLC
- Firm size: 3 employees.
- Registered as an adviser: 2018 (8 years).
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
- 123
- Employees
- 3
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, pension consulting, and selecting other advisers
- Assets managed
- $31,424,870
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 299291
- Phone
- (615) 369-0790
Other planners in Brentwood that publish fees
- Finwell, Inc.Brentwood$299/hr, $299-$1,999
- Highmark, LLCBrentwood$250/hr, $100-$25,000
- Investgro LLCBrentwood$500/hr, $1,500-$10,000
- Keystone Financial Resources, LLCBrentwood$350/hr, $500-$2,200
- Melby Wealth ManagementBrentwood$333/hr, $4,000
- Nofal Insurance and WealthBrentwood$400/hr
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.