Main Street Retirement Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Main Street Retirement Planning, LLC provides discretionary portfolio management and related financial planning to individuals, high net worth clients, defined benefit and defined contribution plan participants, and institutions, managing approximately $716,585,273 in client assets for about 1,688 clients. Services emphasize mutual funds, fixed and variable annuities, and other insurance products, and some supervised persons are licensed insurance agents who may recommend insurance products in their individual capacities.
The firm follows a tactical, trend‑based approach that uses technical and charting analysis with stop‑loss triggers to move client assets in and out of the market in bulk trades, generally allocating among three SEI‑created mutual funds (DAACX, AAEYX, AAEZX), money market funds, and sweep accounts. Accounts are managed on a discretionary basis, monitored and rebalanced regularly, and the strategy may result in significant cash positions held to limit downside exposure, a choice the brochure acknowledges can both protect against losses and cause missed market upside.
Noteworthy for a firm of its size, Main Street runs an unusually high client load and AUM per advisor — the brochure reports 1,688 clients and roughly $716.6 million in assets while operating with three advisors — which may influence how it delivers services and executes synchronized, bulk trades. The firm also relies exclusively on SEI funds and a Strategic Marketing Agreement with SEI, arrangements the brochure discloses as creating incentives to place client assets in SEI products; combined with advisors’ insurance activities, these relationships are identified as potential conflicts of interest.
Client services
Expertise
Fee options
1.25% annually
Main office
779 W Main Street
Coppell TX 75019
Advisors at this office
3
Most active in
Alabama · Arkansas · California · Colorado · Florida · Georgia · Louisiana · Michigan · Nebraska · New Hampshire · Ohio · Oklahoma · South Carolina · Tennessee · Texas
Also doing business as
Main Street Retirement Planners, LLC · Main Street Retirement Planning, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Jennifer D
CFP®, PFS™, Series 65
Coppell, TX
Main Street Retirement Planning, LLC
Jennifer Dragon is a CFP®, PFS™, and Series 65 licensed financial advisor with eight years of industry experience. She has worked at Main Street Retirement Planning since 2022 and previously held positions at MMWKM, Personal Consulting, and Deloitte. Jennifer is also licensed to sell insurance products. Main Street Retirement Planning, LLC provides discretionary portfolio management and financial planning services to individuals, high net worth clients, plan participants, and institutions, managing over $716 million in assets. The firm employs a tactical, trend-based investment approach using SEI mutual funds and emphasizes regular monitoring and rebalancing of client portfolios.
Elias D
CFP®, ChFC®, Series 63
Coppell, TX
Main Street Retirement Planning, LLC
Elias Dragon is a CFP® and ChFC® credentialed advisor with 23 years of industry experience. He is currently with Main Street Retirement Planning, LLC, where he has worked since 2022. Prior to this, he was associated with MMWKM Advisors, LLC and Retirement Planners of America from 2011 to 2022, and he has maintained Dragon Financial Group since 2001. Dragon is also a licensed insurance agent. Main Street Retirement Planning, LLC provides discretionary portfolio management and financial planning services to individuals, high net worth clients, and institutional investors. The firm employs a tactical, trend-based investment approach using technical analysis and primarily manages client assets through SEI mutual funds, money market funds, and sweep accounts.
Mark K
CFP®, Series 65
Coppell, TX
Main Street Retirement Planning, LLC
Mark Krehel is a CFP® and holds a Series 65 license with five years of industry experience. He currently serves as a financial advisor at Main Street Retirement Planning, LLC and previously worked at Retirement Planners of America, Equinor, and Apache Corporation. In addition to his advisory role, he is also licensed as an insurance agent. Main Street Retirement Planning, LLC provides discretionary portfolio management and financial planning services to individuals, high net worth clients, plan participants, and institutions. The firm employs a tactical, trend-based investment approach using SEI mutual funds and emphasizes regular monitoring and rebalancing of client accounts.
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