Main Avenue Financial Services, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$101,854,438
Total clients
77
56% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
39
Average account size
$1,322,785
About
Main Avenue Financial Services, LLC is a fee‑only advisory firm serving individuals, families, related entities, trusts, estates, family businesses, and retirement plan participants. The supported firm manages roughly $94 million for about 76 clients with a two‑advisor team and provides ongoing investment oversight, financial planning, and wealth advisement.
The firm favors a long‑term, buy‑and‑hold approach using actively managed and index mutual funds and ETFs with asset allocation tailored to each client’s objectives and risk tolerance. Portfolios and trade recommendations are typically handled on a non‑discretionary basis—clients retain final authority over transactions—and financial planning is implementation‑centered and delivered in a series of focused emails and meetings.
Distinctive features include that virtually all AUM is managed non‑discretionarily and the firm explicitly offers a wealth‑advisement service for held‑away accounts where it provides advice but does not have trading access. The firm is fee‑only (no third‑party compensation), custodians client assets at Charles Schwab and generally requires use of that custodian for accounts it executes, and it does not sponsor wrap programs or aggregate (block) trades.
Client services
Expertise
Fee options
$0 - $500,000: 0.90% $500,001 - $1,000,000: 0.75% $1,000,001 - $2,000,000: 0.40% $2,000,001+: 0.30%
Financial planning charged at $250 per hour.
Fee-only: Financial planning at $250 per hour; financial planning for clients with AUM is complimentary.
Main office location
Main Avenue Financial Services, LLC
4900 Sw Griffith Drive, Suite 210
Beaverton OR 97005, United States
Number of offices
1
Most active in
Arizona · California · Oregon · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Forms ADV
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