# Anna Sergunina

> Anna Sergunina is a fee-only financial advisor at MainStreet Financial Planning in Burlingame, California, who holds the CFP credential. Anna charges an ongoing planning fee and a one-time planning fee (ongoing planning from $2,650 a year and one-time plans from $5,450).

Page: https://find.wellspent.co/advisors/anna-sergunina/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** MainStreet Financial Planning
- **Based in:** Burlingame, California
- **Fee model:** Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** ongoing planning from $2,650 a year; one-time plans from $5,450
- **Credentials:** CFP
- **CRD:** 5730495 (https://adviserinfo.sec.gov/individual/summary/5730495)
- **SEC registration:** Investment adviser representative in CA, DC, MD, NC, NY, VA
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://mainstreetplanning.com

## Frequently asked questions

### Is Anna Sergunina a fee-only financial advisor?

Yes. Anna Sergunina is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Anna's firm.

### How does Anna charge for financial advice?

Anna charges an ongoing planning fee and a one-time planning fee.

### How much does Anna charge?

According to MainStreet Financial Planning's website, checked October 28, 2026: ongoing planning from $2,650 a year; one-time plans from $5,450.

### Where is Anna Sergunina based?

Anna Sergunina is based in Burlingame, California.

### What credentials does Anna Sergunina hold?

Anna Sergunina holds the CFP credential.

### Is Anna Sergunina registered with the SEC?

Yes. Anna Sergunina is registered as an investment adviser representative in CA, DC, MD, NC, NY and VA (CRD 5730495), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How do I contact Anna Sergunina?

Through Anna's website, mainstreetplanning.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/anna-sergunina-11146): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.mainstreetplanning.com/): specialties, clients served, and fees, checked October 28, 2026

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