Patricia Stallworth
Patricia Stallworth is a CFP-designated registered investment advisor at Mainstreet Financial Planning, INC., based in Irvine, CA, with 14 years of industry experience. Patricia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 8 more.
Compensation
Firm Size
IM Fee
Fee Structure
MainStreet Financial Planning offers ongoing planning and navigation support packages:
- Money Roadmap Navigator (Couples/Families) — Year 1 total is $5,900, requiring a $2,500 initial deposit plus $309 per month for 11 months, and $309 per month in Year 2 and beyond.
- Money Roadmap Navigator (Individuals) — Year 1 total is $4,850, requiring a $2,200 initial deposit plus $241 per month for 11 months, and $241 per month in Year 2 and beyond.
- Navigation Support Program (Couples/Families) — $3,400 per year for clients who previously completed a one-time plan.
- Navigation Support Program (Individuals) — $2,650 per year for clients who previously completed a one-time plan.
- Comprehensive financial plan (One-time, Couples/Families) — $6,650, covering cash flow, retirement, investments, insurance, tax, and estate strategies
- Comprehensive financial plan (One-time, Individuals) — $5,450, covering cash flow, retirement, investments, insurance, tax, and estate strategies
- Hourly consulting (Money Pit Stop) — $450 per hour for specific topic-specific help such as real estate, college planning, or portfolio reviews
Contact
Patricia Stallworth
Location
Irvine, CA
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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 Activities
Patricia works for PS Worth in Irvine, CA, providing financial planning services as an investment advisor representative (IAR) since January 2023. This activity is investment-related.
Employment History
Current Registrations
Mainstreet Financial Planning, INC.
Previous Registrations
Ellevest
Ps Worth, LLC
Facet Wealth, INC
Eworth Advisors
Ps Worth, LLC
State Registrations5 states
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
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