Treasure Coast Financial Planning, Inc.
Firm details
- Headquarters
- Vero Beach, Florida
- CRD number
- 166684
- Registered since
- March 26, 2013
- Website
- www.theplanningco.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI76.6%
- Individuals19.56%
- Corporations / Businesses3.69%
- Charitable Organizations0.15%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Treasure Coast Financial Planning, Inc. is an independent, privately owned registered investment adviser that has been SEC-registered since 2013. The firm serves both individual and family clients as well as institutional relationships, and provides a mix of financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. Its business activities include accounting support, and its fee arrangements are flexible—charging based on a percentage of assets under management, hourly fees, fixed fees, and other fee structures. The firm does not identify as an active ESG investor and is not positioned as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds73%
- US Government Bonds10%
- Cash & Cash Equivalents8%
- Exchange Traded Equities6%
- Other3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 60Active vs passive
$391M in ETFs
88%
$345M
11%
$45.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 1500(R) COMPOSITE STOCK MARKET ETF (SPTM) | State Street | Passive | Large Blend | $36.9M | 400,914 | 9.45% |
Location
Vero Beach, FL
Indian River
Location
Vero Beach, FL
Headquartered in Vero Beach, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Indian River
- Address
- 545 Beachland Blvd
- Time zone
- ET (UTC-5)
- Office locations
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