Brett Danko is a CFP-designated registered investment advisor at Main Street Financial Solutions, LLC, based in Newtown, PA, with 18 years of industry experience. Brett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Education Planning, and 6 more. Their firm serves 2,111 clients with $2.5B 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 | 2.00% |
Annual management fee varies up to an upper limit of 2.00% depending on portfolio size and composition. Fees are negotiable based on criteria such as anticipated future assets, account composition, and pre-existing relationships.
Fee Estimator
Location
104 Pheasant Run, Suite 103, Newtown, PA, 18940
Get directionsHistory
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 Activities
Brett is the managing member of Brett Danko, LLC, providing educational and instructional services related to financial planning. He dedicates nearly full-time hours to this venture.
Employment History
Current Registrations
Main Street Financial Solutions, LLC
Previous Registrations
Main Street Financial Solutions, 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.
Exams
More Advisors
- Kenneth Paul, CFPMain Street Financial Solutions, LLC
- Branden Sacks, CFPMain Street Financial Solutions, LLC
- Michael Bukowski, CFPMain Street Financial Solutions, LLC
- Michael Minter, CFPMain Street Financial Solutions, LLC
- Christopher Lyman, CFP, ChFCCambridge Investment Research Advisors, INC.
- Brian Henrysen, CFPPw Nova Financial Services LLC