TrueAdvisor
TrueAdvisor
Anna Sergunina
AS
CFP
Anna Sergunina
AS
CFP

Anna Sergunina

Mainstreet Financial Planning, INC.
16 Years of Experience
Los Gatos, CA
View SEC Summary
View SEC Summary

Anna Sergunina is a CFP-designated registered investment advisor at Mainstreet Financial Planning, INC., based in Los Gatos, CA, with 16 years of industry experience. Anna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Federal Employees, and 7 more.

Mainstreet Financial Planning, INC.
Compensation
Fixed/Hourly
Firm Size
4 advisors
IM Fee
Planning only

Fee Structure

MainStreet Financial Planning offers ongoing planning and navigation support packages:

  • Money Roadmap Navigator (Couples/Families) — Year 1 total is $5,900, requiring a $2,500 initial deposit plus $309 per month for 11 months, and $309 per month in Year 2 and beyond.
  • Money Roadmap Navigator (Individuals) — Year 1 total is $4,850, requiring a $2,200 initial deposit plus $241 per month for 11 months, and $241 per month in Year 2 and beyond.
  • Navigation Support Program (Couples/Families) — $3,400 per year for clients who previously completed a one-time plan.
  • Navigation Support Program (Individuals) — $2,650 per year for clients who previously completed a one-time plan.
  • Comprehensive financial plan (One-time, Couples/Families) — $6,650, covering cash flow, retirement, investments, insurance, tax, and estate strategies
  • Comprehensive financial plan (One-time, Individuals) — $5,450, covering cash flow, retirement, investments, insurance, tax, and estate strategies
  • Hourly consulting (Money Pit Stop) — $450 per hour for specific topic-specific help such as real estate, college planning, or portfolio reviews
Annual Retainer:$2,650 - $5,900/year
One-Time Plan:$5,450 - $6,650
Hourly Rate:$450/hr
View Full SEC Brochure

Contact

Anna Sergunina
AS
Anna Sergunina

Location

236 N Santa Cruz Ave, Ste. 237, Los Gatos, CA, 95030

Get directions

History

Regulatory History
Clean regulatory record

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.
January 2010 - Present · 16 yrs 9 mos
State Registrations6 states
CADCMDNCNYVA
Advisor

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.

Exams
No exam information available for this advisor.
Additional Information

I’mAnna Sergunina, CFP®,President & CEO of MainStreet Financial Planning, Inc.—one of the nation’s largest fee-only, hourly, project-based firms led entirely by women. Since 2003, I’ve been passionately guiding busy families—especially those with young children—toward financial confidence and joyful retirement living.

More Advisors
More financial advisors in Los Gatos, CA →All financial advisors in California →
Anna Sergunina
AS
Contact
Anna Sergunina