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MAINSTREET FINANCIAL PLANNING, INC.

CRD 123189

Visit website

236 N SANTA CRUZ AVE, STE. 237, LOS GATOS, CA, 95030, United States

Phone

888-897-6743

Fax

Registration

— (—)

Source

State registered

Total AUM

Discretionary AUM

Team

6 total employees; 4 advisory reps; 350 broker-dealer reps

Clients

251-500

Fees

Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-04-28

Disciplinary history

No

Services

Financial planningEducational seminarsTAX PREPARATION SERVICES

All web addresses on file

Official SEC filing: View on IAPD