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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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Treasure Coast Financial Planning use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Treasure Coast Financial Planning have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Treasure Coast Financial Planning invest in?","answer":"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. 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