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
The firm advises individuals — including high-net-worth clients — as well as charitable organizations and donor-advised funds, offering comprehensive wealth management and financial planning. Services include discretionary portfolio management, retirement-plan consulting, tax-related services and management of annuity subaccounts and donor-advised accounts.
Portfolio construction follows a top-down, strategic allocation philosophy that emphasizes broad diversification and low-cost core positions (primarily no-load mutual funds and ETFs), with tactical sector tilts and selective use of alternatives or individual bonds for larger accounts. The firm integrates financial planning and tax considerations into investment decisions, supplements advice with periodic educational seminars for clients and prospects, and uses an institutional custody platform for trade execution and reporting.
Notable distinctions include in-house accounting and tax capabilities — a CPA and enrolled agent on staff provide tax return preparation and IRS representation — and the ability to serve as investment adviser on third‑party charitable platforms (including the American Endowment Foundation). The firm also discloses occasional use of emerging-technology tools (including AI) to support operational and research processes, and runs client workshops, practices that are less common among comparable team firms.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fees: Traditional $3,900, Executive $5,000, CEO $10,000; plus $1,450 annual eMoney maintenance fee for financial planning-only clients
Below $500,000 - $500,000: 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% Over $5,000,001+: 0.50%
Approximately $250 per hour, may be higher depending on plan complexity
Account minimum: $500,000 per household Fee-only: Financial planning fixed fees ranging from $3,900 to $10,000; Hourly consulting fees around $250/hour; Tax return preparation minimum fees $250 for Federal 1040, $525 for Federal 1041
Main office
545 Beachland Blvd
Vero Beach FL 32963
Advisors at this office
5
Most active in
Alabama · California · Colorado · Connecticut · District of Columbia · Florida · Georgia · Indiana · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Nebraska · Nevada · New Hampshire · New Jersey · New York · North Carolina · Ohio · Pennsylvania · South Carolina · Tennessee · Texas · Virginia · Washington · West Virginia
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
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 is a CFP® with 19 years of experience in financial planning and wealth management. He is currently with Treasure Coast Financial Planning, Inc. in Vero Beach, FL, where he has worked since 2013. Treasure Coast Financial Planning, Inc. provides comprehensive wealth management and financial planning services to individuals, charitable organizations, and business entities. The firm emphasizes a strategic allocation process with broad diversification and low-cost investments, integrating tax preparation and expertise into its advisory platform.
Guy B
CFP®, Series 63, Series 65
Vero Beach, FL
Treasure Coast Financial Planning, Inc.
Guy Bassini is a CFP® professional with 31 years of industry experience. He has been with Treasure Coast Financial Planning, Inc. since 1996. The firm serves individuals, including high-net-worth clients, as well as charitable organizations and donor-advised funds, providing comprehensive wealth management and financial planning. Their investment approach emphasizes broad diversification with low-cost core positions and integrates financial planning and tax considerations into portfolio decisions.
Diego L
Series 65
Vero Beach, FL
Treasure Coast Financial Planning, Inc.
Diego Luna is a financial advisor at Treasure Coast Financial Planning, Inc. He holds a Series 65 designation and has been with the firm since 2025. Prior to his current role, he worked in education and retail sectors, including positions at the University of Central Florida and Target Corp. Treasure Coast Financial Planning, Inc. provides comprehensive wealth management and financial planning services to individuals, charitable organizations, and business entities. The firm emphasizes a top-down, strategic allocation approach with broad diversification and integrates tax preparation and expertise into its advisory platform.
Angela J
Series 65
Vero Beach, FL
Treasure Coast Financial Planning, Inc.
Angela Johnson is a financial advisor at Treasure Coast Financial Planning, Inc. in Vero Beach, FL, holding a Series 65 credential. She has been with the firm since 2009. Treasure Coast Financial Planning, Inc. provides comprehensive wealth management and financial planning services to individuals, charitable organizations, and business entities. The firm emphasizes a top-down, strategic allocation process using diversified, low-cost mutual funds and ETFs, integrates tax preparation and expertise into its advisory platform, and manages approximately $206.9 million in client assets.
Ryan F
Series 65
Vero Beach, FL
Treasure Coast Financial Planning, Inc.
Ryan Fink is a financial advisor at Treasure Coast Financial Planning, Inc. in Vero Beach, FL, holding a Series 65 credential. He has experience as a CPA and works as a tax and financial planning assistant. His prior roles include positions at James P. McHugh, LLC and New Age Business Solutions, as well as involvement with St. Helen Catholic Church. Treasure Coast Financial Planning, Inc. serves individuals, including high-net-worth clients, as well as charitable organizations and donor-advised funds, providing wealth management and financial planning services. The firm employs a top-down, strategic allocation approach with an emphasis on broad diversification and low-cost core investments, integrating financial planning and tax considerations into its advice.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")