Treasure Coast Financial Planning, Inc.

RIASEC RegisteredEst. 2013

Total AUM

$241M

Discretionary

$241M

100% of AUM

Avg account

$365K

Accounts

661

Employees

Advisory reps

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

FINTRX

Overview

Treasure Coast Financial Planning, Inc. is an independent, SEC‑registered advisory firm formed in 2013 and owned by an individual principal. The firm serves both individual and family clients as well as institutional clients, and combines traditional financial planning with portfolio management for individuals and small businesses. Its adviser activities also include delivering educational seminars and workshops. Treasure Coast operates with a mixed fee model—charging a percentage of assets under management alongside hourly and fixed fees (and other fee arrangements)—and identifies an accounting-related business activity as part of its service mix. The firm does not position itself as a capital allocator or as a multi‑state adviser, and it is not identified as an active ESG investor. It does not act as a pension consultant or a related adviser per the available records.