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TREASURE COAST FINANCIAL PLANNING, INC.

VERO BEACH, FL · CRD 166684 · IAPD ↗ · theplanningco.com · 772-231-1422

$241.5MRegulatory AUM
5Advisory reps
6Employees
25Clients
101-250Planning clients
0Private funds
28States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2026 — TREASURE COAST FINANCIAL PLANNING, INC. notice-filed in DC, MI, MN, NV, OH, WV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
April 2026 — TREASURE COAST FINANCIAL PLANNING, INC. grew from 2 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
42
April 2025 — TREASURE COAST FINANCIAL PLANNING, INC. notice-filed in IN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
44
April 2024 — TREASURE COAST FINANCIAL PLANNING, INC. notice-filed in NE, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
April 2024 — TREASURE COAST FINANCIAL PLANNING, INC. reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.