Data / Investment advisers / Florida / Treasure Coast Financial Planning, Inc.
Treasure Coast Financial Planning, Inc., Vero Beach, FL: $241 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Treasure Coast Financial Planning, Inc. is an SEC registered investment adviser with its main office in Vero Beach, Florida and reports $241 million in regulatory assets under management in its Form ADV filed October 28, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Treasure Coast Financial Planning, Inc. (CRD number 166684): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 166684
- SEC file number
- 801-77753
- SEC status
- Approved, effective March 26, 2013
- Main office
- 545 Beachland Blvd, Vero Beach, FL 32963
- Phone
- (772) 231-1422
- Website
- theplanningco.com
- Regulatory AUM
- $241,474,079 in the Form ADV filed October 28, 2026
- Discretionary AUM
- $241,474,079
- Accounts
- 661
- Employees
- 6, of which 5 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, other fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 28, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 82 | $185 million |
| Individuals (other than high net worth individuals) | 152 | $47.2 million |
| Corporations or other businesses | 14 | $8.9 million |
| Charitable organizations | 3 | $357,230 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $241.5 million | March 30, 2026 |
| December 1, 2025 | $206.9 million | September 18, 2025 |
Other advisers in Vero Beach
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Professional Advisory Services Inc | Vero Beach | $1.26 billion | Not listed | adviserinfo.sec.gov |
| Moonrise Capital LP | Vero Beach | $1.13 billion | 6 | adviserinfo.sec.gov |
| Morangie Management LLC | Vero Beach | $706 million | 2 | adviserinfo.sec.gov |
| Thurston Advisors | Vero Beach | $480.9 million | 9 | adviserinfo.sec.gov |
| Washburn Capital Management Inc. | Vero Beach | $253.6 million | Not listed | adviserinfo.sec.gov |
| Cardea Capital Advisors, LLC | Vero Beach | $124.2 million | Not listed | adviserinfo.sec.gov |
| Gallatin & Company, LLC | Vero Beach | $98.1 million | Not listed | adviserinfo.sec.gov |
| Vocap Investment Partners, LLC | Vero Beach | Not listed | 7 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Vero Beach, FL
- Investment advisers in Florida
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Treasure Coast Financial Planning, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.