# Main Street Retirement Planning

Main Street Retirement Planning is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/mainstreetretirement

## Regulatory record

- **CRD number:** 313051
- **SEC file number:** 801-122041
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/313051

## About

Main Street Retirement Planning, LLC is an SEC-registered investment adviser in Coppell, TX, registered since 2021. The firm manages approximately $717 million in assets. It has 3 employees and 3 investment advisers.

## Sectors

- Retirement Planning
- Wealth Management

## Questions

### What is Main Street Retirement Planning's fiduciary status?

As a registered investment advisor, Main Street Retirement Planning is held to a fiduciary standard under the Investment Advisers Act of 1940, meaning it must act in clients' best interests.

### Where is Main Street Retirement Planning regulated?

The firm is registered with the SEC as an RIA, a matter of public record.

## Related profiles

- [Nerium Capital](https://altss.com/profile/nerium-capital-llc)
- [Concentric Capital Strategies L.P.](https://altss.com/profile/concentric-capital-strategies-lp)

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Last updated: 2026-06-03T20:00:00.000Z

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