# Mainstreet Financial Planning, Inc.

> Mainstreet Financial Planning, Inc. is a state-registered investment advisory firm in Los Gatos, CA, registered since 2002, with no regulatory assets under management reported in its Form ADV filing dated April 28, 2026.

- CRD: 123189
- Filed as: MAINSTREET FINANCIAL PLANNING, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Los Gatos, CA
- Filing period: October 2026
- Form ADV filing dated: April 28, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/123189
- AdvisorCensus page: https://advisorcensus.com/firm/mainstreet-financial-planning-inc-los-gatos-ca-123189

## Quick answers

**How is Mainstreet Financial Planning, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Mainstreet Financial Planning, Inc. reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Mainstreet Financial Planning, Inc. located?**
Mainstreet Financial Planning, Inc.'s principal office is in Los Gatos, CA, according to its Form ADV.

**Is Mainstreet Financial Planning, Inc. registered with the SEC or a state?**
Mainstreet Financial Planning, Inc. is a state-registered investment advisory firm, registered since 2002. Status as filed: APPROVED. CRD 123189.

**Does Mainstreet Financial Planning, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/123189

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Advisory services (Item 5.G)
- Financial planning services
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2002 (23 years)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, DC, MD, NC, NY, TN, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- annasergunina.com
- mainstreetplanning.com
- Facebook @MainstreetPlanningInc
- Instagram @mainstreet_money
- LinkedIn @mainstreet-financial-planning-inc-
- LinkedIn @anna-sergunina-cfp®-5654a07
- Pinterest @mainstreet_money

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Mainstreet Financial Planning, Inc. (CRD 123189): Form ADV filing data as of October 2026.