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Mainstreet Financial Planning
MainStreet Financial Planning is a fee-only, project or hourly practice. They help busy families make smart financial decisions and offer comprehensive...
Overview
MainStreet Financial Planning is a fee-only, project or hourly practice. They help busy families make smart financial decisions and offer comprehensive financial planning plus income tax planning and preparation under one roof. They do not sell financial products or provide investment management.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Los Gatos
Corporate office
San Jose, CA, United States
Principals
Lindsay Wilson
Patricia Stallworth
CFP®
Sector focus
Frequently asked questions
How does the firm charge for its services?
Mainstreet Financial Planning operates on a fee-only basis, meaning compensation comes from client-paid advisory fees rather than commissions or product sales. According to its website, this structure eliminates the conflict of interest inherent in commission-based models. Specific fee schedules are not publicly disclosed.
What is the firm's approach to investment management?
The firm emphasizes financial planning as the driver of investment decisions. Portfolios are built using low-cost passive vehicles and customized to each client's retirement income needs, tax situation, and risk tolerance. The investment strategy supports the written financial plan rather than operating as a standalone performance engine.
Does the firm handle concentrated equity positions?
While the firm does not publish detailed service descriptions, its Silicon Valley location and professional-client focus suggest experience with concentrated stock positions, equity compensation, and related tax-planning challenges. Clients should confirm specific capabilities directly.
Who owns Mainstreet Financial Planning?
Ownership and principal information is not publicly disclosed. The firm operates as an independent registered investment advisor, meaning it is not owned by a bank, insurance company, or broker-dealer network — a structure that supports its fiduciary, fee-only positioning.
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