CRD: 166684
Treasure Coast Financial Planning, Inc.
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- Custodian
- Nationwide · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-26-2013
- Office Locations
- 1
Office Locations
About Treasure Coast Financial Planning, Inc.
Treasure Coast Financial Planning is a Vero Beach, FL-based SEC-registered RIA (registered 2013) providing comprehensive wealth management and ongoing, customized financial planning. Founded in 1996, the firm is a fee-only fiduciary—no commissions or third-party compensation—focused on integrated plans that evolve with clients’ goals and life changes, delivered through a team-based approach built for long-term, multi-generational relationships.
Team overview
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Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
GUY LAWRENCE BASSINI
Certified Financial Planner, Chief Compliance Officer, Chief Executive Officer, President, PRINCIPAL OWNER
- CRD
- #1874159
- Ownership
- 75% or more
ANTHONY JOHN DZIELSKI JR
Certified Financial Planner, VICE PRESIDENT
- CRD
- #5050321
- Ownership
- 10% but less than 25%
Showing 2 of 3 owners & executives
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Ryan Paul Fink
--
- CRD
- #8149073
Diego Luna
--
- CRD
- #8185723
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $241,474,079 | $365,316 |
| Non-Discretionary | $0 | -- |
| Total | $241,474,079 | $365,316 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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