Market Street Wealth Management
SEC RegisteredAll-Inclusive Planning - For a Simpler Financial Life
About the firm
Market Street Wealth Management was formally founded in 1992 as a financial services firm. The firm has since grown into a single-stop resource offering financial planning, investment management, tax preparation and planning, insurance, and legal services access. Their goal is to simplify the financial lives of their clients by meeting most or all financial service needs in one place.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Tax planning and preparation, retirement income planning, Medicare and health care planning, portfolio management, legacy planning, property and casualty insurance, and access to legal services.
Who they serve
Smart people looking to simplify their financial lives and create their ideal retirement, including those with questions about retirement confidence, tax strategy, legacy planning, and insurance coverage.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 850 | $337M |
| High Net Worth Individuals | 202 | $499M |
Leadership
Office locations
Advisors at this firm
11 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $1,000,000 | 1.13% |
| $1,000,001 to $2,000,000 | 0.92% |
| $2,000,001 to $5,000,000 | 0.80% |
| $5,000,000 and over | 0.68% |
Data as of March 5, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Market Street Wealth Management has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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