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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.
Reported data analysis
What the numbers show
Between November 21, 2025 and March 2, 2026, reported AUM increased 3.2%, from $694.6M to $716.6M.
Across 5 reported observations, AUM increased 14.8% between June 23, 2022 and March 2, 2026, from $623.9M to $716.6M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 1,688 clients, or 562.7 clients per representative. That equates to $424.5K in reported AUM per client.
The profile lists 1 reported office location and 4 years in operation. The source data was last updated on March 2, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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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%
Showing 2 of 3 owners & executives
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Unlock allAssets Under Management
| 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
SMA allocation detail is available
Main Street Retirement Planning, LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.