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 11 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 15 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 28 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.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.