Katherine Edwards is a CFP-designated registered investment advisor at Mainstreet Financial Planning, INC., based in Los Gatos, CA, with 9 years of industry experience. Katherine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
MainStreet Financial Planning offers an ongoing Navigation Support Program for clients who have previously completed a one-time Money Roadmap plan. This includes:
- Two online sessions per year to review goals, spending, and investments
- Status updates on financial goals
- Access to an advisor via email
- Weekly email alerts on financial topics
- Educational webinars
The cost is $2,650/year for individuals and $3,400/year for couples/families. There's an additional one-time fee of $800 for clients who haven't met with MainStreet in over 24 months.
- Money Roadmap (One Time Plan) — A comprehensive financial plan for individuals ($5,450) or couples/families ($6,650).
- Money Pit Stop — Hourly advice on specific topics like real estate, college planning, insurance, or portfolio review. Billed at $450/hour.
Location
236 N Santa Cruz Ave, Ste. 237, Los Gatos, CA, 95030
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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 →Employment History
Current Registrations
Mainstreet Financial Planning, INC.
Previous Registrations
Adams Chetwood Wealth Management LLC
Purshe Kaplan Sterling InvestmentsBroker
UBS Financial Services INC.Broker
State Registrations6 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.