Treasure Coast Financial Planning, Inc.
Firm details
- Headquarters
- Vero Beach, Florida
- CRD number
- 166684
- Registered since
- March 26, 2013
- Website
- www.theplanningco.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI76.6%
- Individuals19.56%
- Corporations / Businesses3.69%
- Charitable Organizations0.15%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Treasure Coast Financial Planning, Inc. is an independent, SEC-registered investment adviser (registered in 2013) owned by an individual. The firm serves both individual & family clients and institutional clients and combines financial planning, discretionary portfolio management for individuals and small businesses, and educational seminars/workshops with accounting-related services. Its fee model includes percentage-of-AUM billing alongside hourly and fixed fees and other fee arrangements. The firm is not structured as a capital allocator and does not identify as an active ESG investor or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds73%
- US Government Bonds10%
- Cash & Cash Equivalents8%
- Exchange Traded Equities6%
- Other3%
Owners & executives
2 of 2
Angela Johnson
Marketing CoordinatorCRD 7481206
Guy Bassini
Founder and CEOCRD 1874159
Contacts
3 of 3
Diego Luna
AssociateCRD 8185723
Anthony Dzielski
AssociateCRD 5050321
Ryan Fink
Financial Planning AssistantCRD 8149073
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 59Active vs passive
$362M in ETFs
86%
$312M
12%
$50.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 1500(R) COMPOSITE STOCK MARKET ETF (SPTM) | State Street | Passive | Large Blend | $32.9M | 416,689 | 9.09% |
Location
Vero Beach, FL
Indian River
Location
Vero Beach, FL
Headquartered in Vero Beach, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Indian River
- Address
- 545 Beachland Blvd
- Time zone
- ET (UTC-5)
- Office locations
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