The Main Street Group fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 19, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$5,000

“Fixed fees generally range from $500 to $5,000.”

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

How The Main Street Group bills

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

• “The fee-paying arrangement for Retirement Plan Consulting will be outlined in a separate agreement and generally based on the percentage of assets under management at the end of the previous quarter end, billed in advance.”
• “After the five-day period, the Client will incur charges for bona fide advisory services rendered to the point of termination and such fees will be due and payable by the Client.”
• “After the five-day period, the Client will incur charges for bona fide advisory services rendered to the point of termination and such fees will be due and payable by the Client.”

How The Main Street Group’s fees compare

• Its flat or project fee of $500-$5,000 spans the Virginia median of $4,250. 29% of the 168 other Virginia planners that publish a flat or project fee charge less.
• 1 of the 3 other planners in Glen Allen that publish a flat or project fee charge less.

About The Main Street Group

• Firm size: 13 employees.
• Registered as an adviser: 2018 (8 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

711

Employees

13

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$515,285,051

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

175502

Website

themainstreetgroup.com (opens in new tab)

Phone

(804) 270-4470

Can advise clients in 13 states: Arizona, District of Columbia, Delaware, Florida, Louisiana, Maryland, North Carolina, New York, Ohio, Pennsylvania, South Carolina, Texas, Virginia

Other planners in Glen Allen that publish fees

• BDC Capital Management, Inc.Glen Allen$250/hr
• Fatfire FinancialGlen Allen$250/hr, $1,000
• Kinloch Capital, LLCGlen Allen$250/hr
• Kotini Capital Advisors LLCGlen Allen$300/hr, $2,000⁠-⁠$5,000
• Vision Wealth Planning, LLCGlen Allen$250/hr, $1,500⁠-⁠$4,000
• Yes Life FinancialGlen Allen$25⁠-⁠$250/mo

Compare all 12 planners in Glen Allen