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MAIN STREET RETIREMENT PLANNING, LLC
CRD 313051File 801-122041
APPROVED
Retail clients
Filing as of Mar 2, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$716.6M
Above cohort median (national)
Discretionary AUM
$716.6M
Clients
1,688
2,927 accounts
Employees
3
Above cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Oct 18, 2021
- Principal office
- 779 W MAIN STREET, COPPELL, TX, 75019
- Phone
- 972-393-0376
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $716.6M
- Discretionary AUM
- $716.6M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,927
- Non-discretionary accounts
- 0
- Total accounts
- 2,927
- AUM per client
- $425K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 145 | $268.1M |
| Individuals (other than high net worth individuals) | 1,543 | $448.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Feb 1, 2026 | Clients | 1,141 | 1,688 | increased by547 |
| Feb 1, 2026 | AUM | $694,603,429 | $716,585,273 | increased by$21,981,844 |
| Feb 1, 2026 | Accounts | 2,830 | 2,927 | increased by97 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,110 | 1,141 | increased by31 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $623,935,559 | $694,603,429 | increased by$70,667,870 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,752 | 2,830 | increased by78 |
| Mar 1, 2022 | Clients | 1,690 | 1,110 | decreased by580 |
| Mar 1, 2022 | AUM | $649,997,000 | $623,935,559 | decreased by$26,061,441 |
| Mar 1, 2022 | Accounts | 3,083 | 2,752 | decreased by331 |
| Dec 1, 2021 | Employees | 7 | 3 | decreased by4 |
| Dec 1, 2021 | AUM | $601,887,169 | $649,997,000 | increased by$48,109,831 |
| Nov 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MAIN STREET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MAIN STREET” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.