Treasure Coast Financial Planning, Inc.

Treasure Coast Financial Planning, Inc. (CRD# 166684) is a financial advisory firm headquartered in Vero Beach, FL. They manage $130,996,129 in 550 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    131
    MILLION
  • Total Number of Accounts
    550
    ACCOUNTS
  • Average Account Value
    $238,175
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, CO, CT, FL, GA, MN, NJ, NY, PA, TN, TX, VA

Financial Advisors at Treasure Coast Financial Planning, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Anthony J. Dzielski
CRD#: 5050321
545 Beachland Blvd, Vero Beach, FL 32963
96
Wealthminder
score

Anthony Dzielski (CRD# 5050321) is an Investment Advisor Representative working at Treasure Coast Financial Planning, Inc. in Vero Beach, FL and has over 10 years of experience in the finance industry. Anthony Dzielski has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Theodore J. Zamerski
CRD#: 2165099
545 Beachland Blvd, Vero Beach, FL 32963
93
Wealthminder
score

Theodore Zamerski (CRD# 2165099) is an Investment Advisor Representative working at Treasure Coast Financial Planning, Inc. in Vero Beach, FL and has over 14 years of experience in the finance industry.

3
Guy L. Bassini
CRD#: 1874159
545 Beachland Blvd, Vero Beach, FL 32963
86
Wealthminder
score

Guy Bassini (CRD# 1874159) is an Investment Advisor Representative working at Treasure Coast Financial Planning, Inc. in Vero Beach, FL and has over 27 years of experience in the finance industry. Guy Bassini has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.