Katherine Edwards
Personalized retirement income and tax-efficient planning for pre-retirees and retirees, plus families at every stage of life.
MainStreet Financial Planning · Raleigh, North Carolina
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Early-career professionals
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.
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, and meets in person |
| Accepting new clients | Yes |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, DC, MD, NY, TN, VA · CRD 6322212 |
| Exams passed | Series 66 (2016) · Series 7 (2015) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.mainstreetplanning.com |
How Katherine's firm compares
- Ongoing planning starts at $2,520 a year, below the North Carolina median of $4,500 for fee-only firms that publish prices.
- A one-time plan starts at $4,400, above the North Carolina median of $1,950 for fee-only firms that publish prices.
- The hourly rate is $425, above the North Carolina median of $250 for fee-only firms that publish prices.
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Questions about Katherine
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Advice-Only Network listing : advice-only practices, no product sales
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of November 2, 2026
- Directory listing last checked November 2, 2026.
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