Main Street Financial Solutions, LLC
Newtown, PA·SEC-registered · CRD #305834
Main Street Financial Solutions, LLC is an SEC-registered investment advisory firm in Newtown, PA managing $2.5B across 5.9k client accounts, with 35 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$2.5B
Client accounts
5.9k
Advisory staff
35
Fee model
Fee-based
How Main Street Financial Solutions, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Main Street Financial Solutions, LLC
How much does Main Street Financial Solutions, LLC manage?
Per its most recent SEC Form ADV filing (03/31/2026), Main Street Financial Solutions, LLC reports $2.5B in regulatory assets under management across roughly 5.9k client accounts.
How does Main Street Financial Solutions, LLC charge?
Main Street Financial Solutions, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Main Street Financial Solutions, LLC a fiduciary?
Yes. Main Street Financial Solutions, LLC is registered with the U.S. Securities and Exchange Commission (CRD #305834), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Main Street Financial Solutions, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Main Street Financial Solutions, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Newtown, PA
Profile compiled from Main Street Financial Solutions, LLC's public SEC Form ADV filing (CRD #305834, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Main Street Financial Solutions, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Main Street Financial Solutions, LLC? Claim this profile.