Anna Sergunina
MainStreet Financial Planning · Burlingame, California
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).
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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 |
| SEC registration | Investment adviser representative in CA, DC, MD, NC, NY, VA · CRD 5730495 |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | mainstreetplanning.com |
| Profile |
How Anna's firm compares
- Ongoing planning starts at $2,650 a year, below the California median of $6,000 for fee-only firms that publish prices.
- A one-time plan starts at $5,450, above the California median of $2,500 for fee-only firms that publish prices.
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Questions about Anna
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- MainStreet Financial Planning website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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