A complete list of active advisors currently associated with Main Street Financial Advisors
Warmer can help you find a great advisor at Main Street Financial Advisors or one who fits your needs even better.
Main Street Financial Advisors manages roughly $4.4 million across its managed and asset-allocation accounts for a small group of individual and trust clients, offering discretionary portfolio management, asset-allocation services, and modular or comprehensive financial planning. Clients are required to establish custody with Interactive Brokers, and the firm relies on that custodian for account statements, trade confirmations, and quarterly reporting. The firm’s investment process is research-driven, drawing on a range of paid publications and subscription services and applying a value-oriented framework influenced by classic value investors; portfolios are typically constructed from a focused list of individual securities and may include REITs, publicly traded limited partnerships, ETFs, floating-rate or shorter-duration fixed income, and laddering strategies. Trading is generally executed with limit orders and, when used, block trades are allocated across grouped accounts; the adviser manages accounts on a discretionary basis and provides quarterly performance and fee reports that include YTD and multi-year figures. Several operational and disclosure practices distinguish the firm from many peers: it requires client accounts be held at a single custodian (Interactive Brokers) and documents the use of block-trade grouping and the custodian’s authorization process for fee collection, and it openly documents the research services it subscribes to. The brochure also discloses that the firm advertises performance results and delivers regular performance reports to clients — a practice that is uncommon among similar independent advisers.
To learn more about the advisors currently working at Main Street Financial Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Justin, TX
| 13
|
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