CRD: 313051
Main Street Retirement Planning, LLC
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- Custodian
- SEI
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-18-2021
- Office Locations
- 1
Office Locations
About Main Street Retirement Planning, LLC
Main Street Retirement Planning is a retirement-focused advisory firm serving pre-retirees and retirees with investment management and comprehensive planning, including tax strategy, Social Security/pension decisions, cash-flow planning, Medicare guidance, and coordination with estate attorneys. Portfolios are managed with an emphasis on asset protection through its Investment Protection Strategy. Texas-based and custodied via SEI.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
Elias Robert Dragon
Chief Compliance Officer, Chief Financial Officer, Owner
- CRD
- #2022048
- Ownership
- 50% but less than 75%
Jennifer Ann Dragon
CHIEF OPERATING OFFICER, Financial Advisor
- CRD
- #6891199
- Ownership
- Less than 5%
Unison insight
Pathway element radial
- CRD
- #91814
- Ownership
- 33.9%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $716,585,273 | $244,819 |
| Non-Discretionary | $0 | -- |
| Total | $716,585,273 | $244,819 |
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Separately Managed Accounts
Total SMA Asset: $716,585,273
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,652,079,517 | 65.3% |
| Cash | $877,904,429 | 34.7% |
| Total | $2,529,983,946 | 100.0% |