Treasure Coast Financial Planning, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee

$1,450/yr

“Additional $1,450 annual eMoney system maintenance fee due on plan anniversary date (includes annual review meeting). 3) Hourly Consulting Fees:”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Treasure Coast Financial Planning, Inc. bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Donor Advised Fund Services For donor advised funds, if TCFP is appointed to serve as investment adviser under a Charitable Platform, the Firm will continue to charge an annual management fee based on the schedule above, and which is negotiable.”
• “The Management Fee will be calculated and billed quarterly in advance based upon the value of the account on the last day on which the New 8 York Stock Exchange is open in each quarterly cycle.”
• “Accounts that are opened other than the first day of a quarter shall be billed based upon the deposits received within the quarter and the fees will be prorated throughout the quarter.”

How Treasure Coast Financial Planning, Inc.’s fees compare

• Its annual fee of $1,450 is below the Florida median of $4,800. 16% of the 97 other Florida planners that publish an annual fee charge less.
• 1 of the 3 other planners in Vero Beach that publish an annual fee charge less.

About Treasure Coast Financial Planning, Inc.

• Firm size: 6 employees.
• Credentials named in the brochure: CPA.
• Registered as an adviser: 2013 (13 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Minimum

$250 minimum fee (stated in brochure)

Clients

234

Employees

6

Works with

Individuals, high net worth individuals, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$241,474,079

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

166684

Website

theplanningco.com (opens in new tab)

Phone

(772) 231-1422

Can advise clients in 28 states: Alabama, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Indiana, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, North Carolina, Nebraska, New Hampshire, New Jersey, Nevada, New York, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, West Virginia

Other planners in Vero Beach that publish fees

• Herndon Wealth Services IncVero Beach$250/hr, $750
• Lulla Wealth FinancialVero Beach$2,500/yr
• Prosperity Path Advisers, LLCVero Beach$350/hr, $2,500⁠-⁠$7,500
• 22 Seven Wealth Management IncPanama City$150/hr, $500⁠-⁠$2,500
• 365Sundays Wealth LLCLake Mary$5,000⁠-⁠$15,500, $5,000/yr
• 4 VerticalRiverview$250/hr

Compare all 9 planners in Vero Beach