Treasure Coast Financial Planning provides financial planning, portfolio management for individuals and small businesses, educational seminars, business succession planning, education planning, estate planning, retirement plan services, tax planning, and tax preparation. Financial planning was provided to 101–250 clients last fiscal year.
Treasure Coast Financial Planning reports 251 clients. They include 152 individual clients, 82 high-net-worth individuals, and 14 corporations and other businesses. Of its assets, 100.0% ($241M across 661 accounts) are managed with discretion. It advised 25 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 61% | 20% |
| High-net-worth individuals | 33% | 77% |
| Charitable organizations | 1% | <1% |
| Corporations and other businesses | 6% | 4% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 152 | $47.2M | 19.6% | $311K |
| High-net-worth individuals | 82 | $185M | 76.6% | $2.26M |
| Charitable organizations | Fewer than 5 | $357K | 0.1% | $119K |
| Corporations and other businesses | 14 | $8.91M | 3.7% | $636K |
| Total | 251 | $241M | 100% | — |
- Clients
- 152
- Regulatory AUM
- $47.2M
- AUM share
- 19.6%
- Avg. per client
- $311K
- Clients
- 82
- Regulatory AUM
- $185M
- AUM share
- 76.6%
- Avg. per client
- $2.26M
- Clients
- Fewer than 5
- Regulatory AUM
- $357K
- AUM share
- 0.1%
- Avg. per client
- $119K
- Clients
- 14
- Regulatory AUM
- $8.91M
- AUM share
- 3.7%
- Avg. per client
- $636K
Total
- Clients
- 251
- Regulatory AUM
- $241M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 25
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Treasure Coast Financial Planning charges 0.50%–1.25% a year for its Management Fees. The fee is billed in advance and is negotiable. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- Financial planning
- Fixed fee of $3,900 (Traditional), $5,000 (Executive) or $10,000 (CEO), due with the initial agreement; planning-only clients also pay a $1,450 annual eMoney maintenance fee.
- Hourly consulting
- Generally about $250 per hour, which can be higher depending on the complexity of the plan.
- Tax return preparation
- Minimum $250 for federal Form 1040 and $525 for federal Form 1041, with state returns at additional cost.
Guy Bassini owns 75% or more of Treasure Coast Financial Planning. Guy Bassini is CEO; the leadership team includes President Anthony Dzielski. It has 6 employees, 5 of them in advisory roles.
Leadership
Guy BassiniPrincipal Owner, Chief Executive Officer, President and Chief Compliance Officer
Anthony DzielskiShareholder/Vice President
Angela JohnsonShareholder/Secretary and Treasurer
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
Staff
- 6 employees
- 5 in advisory functions
- 5 state-registered reps
- Owns 75% or more of Treasure Coast Financial Planning, Inc.
Guy Bassini
Control person · since January 1996
- Owns 10% to 25% of Treasure Coast Financial Planning, Inc.
Anthony Dzielski
since January 2023
- Owns 10% to 25% of Treasure Coast Financial Planning, Inc.
Angela Johnson
since January 2023
Treasure Coast Financial Planning’s regulatory assets grew from $167M (July 2021) to $241M (March 2026); clients rose from 237 to 251 and employees were 6 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $241M | 251 | 6 | 1 |
| March 2025 | $207M | 263 | 7 | 1 |
| March 2024 | $194M | 265 | 6 | 1 |
| March 2023 | $172M | 253 | 6 | 1 |
| May 2022 | $183M | 253 | 6 | 1 |
| July 2021 | $167M | 237 | 6 | 1 |
Besides its headquarters, Treasure Coast Financial Planning has 0 offices, with 1 listed address in Florida.
Florida · 1 listed address
- 545 Beachland BLVD, Vero BeachHQ
Contact and registration details
- Legal name
- Treasure Coast Financial Planning, Inc.
- Headquarters
- 545 Beachland BLVD, Vero Beach, FL 32963
- Website
- theplanningco.com
- Phone
- 772-231-1422
- SEC file
- 801-77753
- Founded
- 1996
- Structure
- Florida corporation
- Fiscal year end
- December
Treasure Coast Financial Planning uses Pershing ($241M) as custodian for its separately managed accounts. Treasure Coast Financial Planning has custody of $88M in client assets for 222 clients.
- PershingPershing LLC · Jersey City, NJ · $241M100%
At year end, Treasure Coast Financial Planning’s separately managed accounts were mostly in funds (73%) and bonds (10%). Its reported 13F holdings for the quarter ended 30 June 2026 total $205M across 48 positions; the largest are SPDR Series Trust (18.4%), SPDR Index Shs Fds (13.7%) and SPDR Series Trust (6.9%).
What the accounts hold
- Stocks6%
- Funds73%
- Bonds10%
- Cash8%
- Other3%
- Variable annuities/variable life3%
Reported 13F holdings
- $205M
- Reported 13F value
- 48
- Positions
- 72.0%
- In the 10 largest
- +5.5%
- Value vs. prior quarter
- SPDR Series Trust · ST Str PR Sp150018.4%
- SPDR Index Shs Fds · ST Str PO EX ETF13.7%
- SPDR Series Trust · ST Str BL 12 ETF6.9%
- SPDR Series Trust · ST Str Blo 1 ETF6.7%
- SPDR Series Trust · ST Sho Treas ETF5.1%
- SPDR Series Trust · State Stret SPDR5.0%
- Franklin Templeton ETF TR · FTSE Europe4.9%
- Pimco ETF TR · Enhncd LW Dur AC4.0%
- SPDR Index Shs Fds · ST Str Nat ETF3.7%
- Pimco ETF TR · Active BD ETF3.5%
Together, the ten largest are 72.0% of reported value.
How many clients does Treasure Coast Financial Planning have?
Treasure Coast Financial Planning has 251 clients and manages $241 million for them, as of March 2026. They include 152 individual clients, 82 high-net-worth individuals, and 14 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does Treasure Coast Financial Planning offer?
Treasure Coast Financial Planning provides financial planning, portfolio management for individuals and small businesses, educational seminars, business succession planning, education planning, estate planning, retirement plan services, tax planning, and tax preparation.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Treasure Coast Financial Planning charge?
Treasure Coast Financial Planning charges 0.50%–1.25% a year for its Management Fees. The fee is billed in advance and is negotiable.
Source: TREASURE COAST FINANCIAL PLANNING 20265 REVISED ANNUAL FORM ADV PART 2A/2B, filed 30 March 2026
Which custodians does Treasure Coast Financial Planning use?
Treasure Coast Financial Planning’s separately managed account assets are held at Pershing LLC (Jersey City, NJ), with $241M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026
How many financial advisors does Treasure Coast Financial Planning have?
Treasure Coast Financial Planning has 5 investment adviser representatives registered with state securities authorities, out of 6 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Treasure Coast Financial Planning invest in?
At the end of its last fiscal year, Treasure Coast Financial Planning’s separately managed accounts held 73% registered funds (mutual funds, ETFs, BDCs), 10% U.S. government and agency bonds, 8% cash and equivalents, 6% exchange-traded equities and 3% other. The 3% other category is described as: Variable Annuities/Variable Life.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Treasure Coast Financial Planning?
Treasure Coast Financial Planning’s direct owners are Guy Bassini (75% or more), Anthony Dzielski (10% to 25%) and Angela Johnson (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Treasure Coast Financial Planning get paid?
Treasure Coast Financial Planning is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Treasure Coast Financial Planning?
Treasure Coast Financial Planning’s main office is at 545 Beachland BLVD, Vero Beach, FL 32963. Its phone number is 772-231-1422. Its website is theplanningco.com.