# Katherine Edwards

> Katherine Edwards is a fee-only financial advisor at MainStreet Financial Planning in Raleigh, North Carolina, who holds the CFP credential. Katherine charges a subscription, a one-time planning fee and hourly fees (subscription from $210 a month and subscription from $2,400 a year) and focuses on retirement planning and tax planning.

Page: https://find.wellspent.co/advisors/katherine-edwards/
Built from public directory listings; last checked November 2, 2026.

## Facts

- **Firm:** MainStreet Financial Planning
- **Based in:** Raleigh, North Carolina
- **Fee model:** Subscription; One-time planning fee; Hourly
- **Fees (Advice-Only Network profile):** subscription from $210 a month; subscription from $2,400 a year; one-time plans from $4,400; $425 an hour
- **Works virtually:** Yes (Advice-Only Network profile)
- **Accepting new clients:** Yes (Advice-Only Network profile)
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning
- **Works with:** Retirees, Pre-retirees, Early-career professionals
- **CRD:** 6322212 (https://adviserinfo.sec.gov/individual/summary/6322212)
- **SEC registration:** Investment adviser representative in CA, DC, MD, NY, TN, VA
- **Exams passed:** Series 66 (2016), Series 7 (2015)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://www.mainstreetplanning.com

## About

Katherine Edwards of MainStreet Financial Planning helps individuals and families feel clear and confident about their financial future, with personalized plans that support their goals while they enjoy life along the way.

She works with clients at every stage of life but specializes in pre-retirees and retirees. Whether someone is five years from retirement or already there, Katherine builds a retirement income strategy that shows where each dollar will come from, how to invest and how to make the most of savings, with attention to tax efficiency and steady income.

## Frequently asked questions

### Is Katherine Edwards a fee-only financial advisor?

Yes. Katherine Edwards is listed in the Advice-Only Network (advice-only practices, no product sales). SEC records as of November 2, 2026 show no broker registration and no commission compensation reported by Katherine's firm.

### How does Katherine charge for financial advice?

Katherine charges a subscription, a one-time planning fee and hourly fees.

### Does Katherine work with clients virtually?

Yes. Katherine's Advice-Only Network profile says they meet with clients virtually and in person.

### Where is Katherine Edwards based?

Katherine Edwards is based in Raleigh, North Carolina.

### What does Katherine specialize in?

Katherine's specialties include retirement planning and tax planning. Katherine works with retirees, pre-retirees and early-career professionals.

### What credentials does Katherine Edwards hold?

Katherine Edwards holds the CFP credential.

### Is Katherine Edwards registered with the SEC?

Yes. Katherine Edwards is registered as an investment adviser representative in CA, DC, MD, NY, TN and VA (CRD 6322212), per SEC Investment Adviser Public Disclosure data as of November 2, 2026.

### How do I contact Katherine Edwards?

Through Katherine's website, www.mainstreetplanning.com.

## Sources

- Advice-Only Network listing (https://adviceonlynetwork.com/advisors/KatherineEdwards): advice-only practices, no product sales
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of November 2, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.