Treasure Coast Financial Planning, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$232,208,177
Clients
234
Advisors
5
of 6 employees
About
Treasure Coast Financial Planning provides comprehensive wealth management and financial planning primarily for individual clients, including high-net-worth individuals, as well as charitable organizations and donor-advised funds. Services described in the brochure include discretionary portfolio management, retirement-plan consulting (including 401(k)/403(b) advisory), subaccount management for variable annuities, and tax-related services and tax return preparation.
The firm describes a top-down, strategic allocation process that emphasizes broad diversification and low-cost core positions—typically no-load mutual funds and ETFs—while permitting tactical sector overweighting and inclusion of alternatives or individual bonds in larger accounts. Portfolio supervision is discretionary, overseen through an institutional custody and trade execution platform, with periodic reviews and at least annual client meetings; the brochure also notes the firm’s occasional use of emerging technologies (including artificial intelligence) to support operations and research.
Compared with many peers, the firm maintains in-house accounting and tax expertise (a certified public accountant and an enrolled agent are on staff) and offers tax return preparation as part of its services, which the brochure identifies as a smaller but notable part of the business. The firm also conducts educational seminars and workshops for clients and prospects and provides donor-advised fund management under third‑party charitable platforms, features the brochure highlights as not typical for most firms in this peer group.
Client services
Expertise
Occupation focus
Fee options
$0 - $499,999: 1.25% $500,000 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $5,000,000: 0.60% $5,000,001+: 0.50%
Around $250 per hour, subject to complexity.
Account minimum: $500,000 per household Fee-only: Fixed financial planning fees ranging from $3,900 to $10,000 depending on plan complexity; additional $1,450 annual eMoney system maintenance fee for planning-only clients.
Main office
545 Beachland Blvd
Vero Beach FL 32963
Advisors at this office
5
Most active in
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Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Anthony D
CFP®, Series 66
Vero Beach, FL
Treasure Coast Financial Planning, Inc.
Anthony Dzielski Jr. is a CFP® professional with 20 years of experience in financial advisory roles. He is currently with Treasure Coast Financial Planning, Inc., where he has worked since 2013, following prior positions at LPL Financial, Raymond James Financial Services, and Ameriprise. Treasure Coast Financial Planning provides comprehensive wealth management and financial planning primarily for individual clients, including high-net-worth individuals, as well as charitable organizations and donor-advised funds. The firm employs a top-down, strategic allocation process emphasizing diversification and low-cost core positions, with discretionary portfolio management overseen through an institutional platform, and also offers in-house accounting and tax expertise alongside educational seminars and donor-advised fund management.
Guy B
CFP®, Series 63, Series 65
Vero Beach, FL
Treasure Coast Financial Planning, Inc.
Guy Bassini is a CFP® professional with over 31 years of industry experience, currently serving at Treasure Coast Financial Planning, Inc. since 1996. He also worked with LPL Financial from 1995 to 2013. Treasure Coast Financial Planning provides comprehensive wealth management and financial planning services primarily to individual clients, including high-net-worth individuals, as well as charitable organizations and donor-advised funds. The firm employs a top-down, strategic allocation process focused on broad diversification and low-cost core investments, and also maintains in-house accounting and tax expertise alongside offering educational seminars and donor-advised fund management.
Diego L
Series 65
Vero Beach, FL
Treasure Coast Financial Planning, Inc.
Diego Luna is a financial advisor at Treasure Coast Financial Planning, Inc. in Vero Beach, FL, holding a Series 65 credential. He has been with the firm since 2025 and has prior experience working at the University of Central Florida, Rio Indio, Target Corp, Cobb's Landing, Indian River State College, and Lincoln Park Academy. Treasure Coast Financial Planning provides comprehensive wealth management and financial planning primarily for individual clients, including high-net-worth individuals, as well as charitable organizations and donor-advised funds. The firm uses a top-down, strategic allocation process focused on broad diversification and low-cost core positions, supported by discretionary portfolio management and in-house accounting and tax expertise.
Angela J
Series 65
Vero Beach, FL
Treasure Coast Financial Planning, Inc.
Angela Johnson is a financial advisor with Treasure Coast Financial Planning, Inc. in Vero Beach, FL. She holds a Series 65 designation and has been with the firm since 2009. Treasure Coast Financial Planning provides comprehensive wealth management and financial planning services primarily to individuals, including high-net-worth clients, as well as charitable organizations and donor-advised funds. The firm employs a top-down strategic allocation process focused on broad diversification and low-cost core positions, with portfolio supervision conducted through an institutional custody platform and periodic reviews.
Ryan F
Series 65
Vero Beach, FL
Treasure Coast Financial Planning, Inc.
Ryan Fink is a financial advisor at Treasure Coast Financial Planning, Inc. with one year of industry experience. He holds a Series 65 license and has prior experience with James P. McHugh, LLC and New Age Business Solutions. In addition to his advisory role, he works as a CPA providing tax and financial planning assistance. Treasure Coast Financial Planning offers wealth management and financial planning services primarily to individual clients, including high-net-worth individuals, as well as charitable organizations and donor-advised funds. The firm uses a strategic allocation process focused on diversification, low-cost investments, and discretionary portfolio supervision, supported by in-house accounting and tax expertise.
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