Treasure Coast Financial Planning, INC.

Public-record details

Address

545 Beachland Blvd, Vero Beach, FL 32963

Phone

(772) 231-1422

Listed under

Financial planning, Hourly fees, Flat / fixed fees, % of assets managed

CRD number

166684

Registration

SEC registered since 2013-03-26

Compensation (Form ADV 5.E)

Percentage of assets under management; Hourly charges; Fixed fees; Other (Tax Return Prep. Fee-Non Advisory Related Business)

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Financial planning; Portfolio management for individuals/small businesses; Educational seminars/workshops

Regulatory assets under management

$241.5 million

Accounts managed

661

Clients reported (Form ADV 5.D)

251

Individual / high-net-worth clients

152 / 82

Employees

6

Other business activities (Form ADV 6.A)

Also active as: accountant or accounting firm

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-03-30

SEC registered investment adviser, CRD 166684, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 166684 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.
• Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.