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TREASURE COAST FINANCIAL PLANNING, INC.
CRD 166684 · SEC 801-77753
545 BEACHLAND BLVD, VERO BEACH, FL, 32963, United States
Phone
772-231-1422
Fax
772-231-1402
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$241.5M
Discretionary AUM
$241.5M
Team
6 total employees; 5 advisory reps; 25 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees; TAX RETURN PREP. FEE-NON ADVISORY RELATED BUSINESS
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 152 | $47.2M |
| High net worth individuals | 82 | $185.0M |
| Charitable organizations | 3 | $357K |
| Corporations/business entities | 14 | $8.9M |
States served
AL, CA, CO, DC, GA, IN, LA, ME, MD, MA, MI, MN, NE, NV, NJ, NY, NC, OH, PA, SC, TN, VA, WV, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD