MAINSTREET FINANCIAL PLANNING, INC.

MAINSTREET FINANCIAL PLANNING, INC. of LOS GATOS, CA is an SEC-registered investment adviser (CRD 123189).

Registration

• CRD: 123189
• Type: Registered investment adviser
• Location: 236 N SANTA CRUZ AVE, LOS GATOS, CA, 95030
• Phone: 888-897-6743
• Latest filing: 2026-04-28
• Clients: 6

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 123189 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search