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- Custodian
- Charles Schwab & Company · JP Morgan
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-01-2021
- Office Locations
- 1
Office Locations
About Tarascio Financial Planning, LLC
Tarascio Financial Planning is an independent, fee-only fiduciary in Mesa, AZ providing personalized financial planning and ongoing advice for driven individuals and families—often business owners—navigating major decisions like retirement and legacy planning. Client portfolios are implemented largely with ETFs, alongside cash and U.S. government/agency bonds. Uses custodians including Charles Schwab.
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Owner & Executives
MICHAEL SEBASTIAN TARASCIO
Chief Compliance Officer, Lead Advisor, Owner
- CRD
- #5986896
- Ownership
- 75% or more
Marjon Marie Tarascio
Lead Advisor, Owner
- CRD
- --
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,700,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,700,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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