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TARASCIO FINANCIAL PLANNING, LLC
THE TARASCIO GROUP, LLC
CRD 313228
4540 E BASELINE RD, SUITE 106, MESA, AZ, 85206, United States
Phone
503-995-3120
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$17.7M
Discretionary AUM
$17.7M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees; 401(K) MANAGEMENT
Org form
Limited Liability Company
Filing date
2026-03-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 39 | $16.1M |
| High net worth individuals | 10 | $1.6M |
All web addresses on file
Official SEC filing: View on IAPD