Elias Dragon
Elias Dragon is a CFP, ChFC-designated registered investment advisor at Main Street Retirement Planning, LLC, based in Coppell, TX, with 23 years of industry experience. Elias operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,688 clients with $720M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The firm may, in its sole discretion, charge a lesser or greater investment management fee based upon certain criteria (i.e., anticipated future earning capacity, anticipated future additional assets, dollar amount of assets to be managed, related accounts, account composition, negotiations with client, etc.).
Fee Estimator
Location
779 W Main Street, Coppell, TX, 75019
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Elias is a licensed insurance agent, which presents a conflict of interest. Main Street Retirement Planning addresses this conflict by requiring its supervised persons to act in the best interest of the client and disclosing compensation and conflicts of interest.
Employment History
Current Registrations
Main Street Retirement Planning, LLC
Previous Registrations
Retirement Planners of America
Cambridge Investment Research Advisors, INC.
Eagle Strategies LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.