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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

TREASURE COAST FINANCIAL PLANNING, INC.

CRD 166684

VERO BEACH, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:bdab2c2d-be4b-7c56-b0cd-5596c8615b1e

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 2
On other graphs: 0
Observed: Mar 8, 2013 to Mar 30, 2026
29 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.96 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $241MItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $241M
Private client RAUM: $232MderivedItem 5.D individuals plus high net worth individuals
Private client share: 96%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $48.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 661
Individual clients: 152
High net worth clients: 82
Custody, client assets: $88.0M
SEC number: 801-77753
CIK: 1911307
CRD: 166684
Filings on the tape: 29
First filed: Mar 8, 2013
Latest filed: Mar 30, 2026
Organised: Corporation, FL
Website: theplanningco.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
GUY LAWRENCE BASSINI	Certified Financial Planner	VERO BEACH, FL	13	37	1	no
ANTHONY JOHN DZIELSKI	Certified Financial Planner	VERO BEACH, FL	13	20	3	no
Ryan Paul Fink	n/a	VERO BEACH, FL	1	10	n/a	no
Angela Dawn Johnson	n/a	VERO BEACH, FL	0	17	n/a	no
Diego Luna	n/a	VERO BEACH, FL	0	12	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BASSINI, GUY, LAWRENCE	PRINCIPAL OWNER, CHIEF EXECUTIVE OFFICER, PRESIDENT AND CHIEF COMPLIANCE OFFICER	E	yes	01/1996	Mar 8, 2013	Mar 20, 2024
DZIELSKI, ANTHONY, JOHN	SHAREHOLDER/VICE PRESIDENT	B	no	01/2023	Jan 30, 2023	Mar 20, 2024
Johnson, Angela, Dawn	SHAREHOLDER/SECRETARY AND TREASURER	B	no	01/2023	Jan 30, 2023	Mar 20, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$241M	$241M	6	5	0	n/a	n/a
2024	Mar 31, 2025	$207M	$207M	7	2	0	n/a	n/a
2023	Mar 20, 2024	$194M	$194M	6	2	0	n/a	n/a
2022	Mar 31, 2023	$172M	$172M	6	2	0	n/a	n/a
2021	Mar 30, 2022	$183M	$180M	6	2	0	n/a	n/a
2020	Mar 31, 2021	$167M	$167M	6	2	0	n/a	n/a
2019	Mar 23, 2020	$152M	$152M	2	2	0	n/a	n/a
2018	Jan 11, 2019	$136M	$136M	3	3	0	n/a	n/a
2017	Mar 28, 2018	$142M	$142M	3	3	0	n/a	n/a
2016	Mar 17, 2017	$133M	$133M	3	3	n/a	n/a	n/a
2015	Mar 29, 2016	$131M	$131M	3	3	n/a	n/a	n/a
2014	Mar 30, 2015	$136M	$134M	3	3	n/a	n/a	n/a
2013	Mar 25, 2014	$128M	$128M	4	4	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$241M	$207M	16.7%	$172M	11.9%	6	7	0	0

Relationships

Registered with (6)

← Diego LunaAdvisorregistration: current employment
Nov 19, 2025 to presentfactForm ADV
← Angela Dawn JohnsonAdvisorregistration: current employment
Nov 17, 2025 to presentfactForm ADV
← Ryan Paul FinkAdvisorregistration: current employment
Sep 15, 2025 to presentfactForm ADV
← ANTHONY JOHN DZIELSKIAdvisorregistration: current employment
Apr 29, 2013 to presentfactForm ADV
← GUY LAWRENCE BASSINIAdvisorregistration: current employment
Apr 8, 2013 to presentfactForm ADV
← THEODORE JOSEPH ZAMERSKIAdvisorregistration: previous registration
Apr 22, 2013 to Jan 11, 2019factForm ADV

Controls (1)

← BASSINI, GUY, LAWRENCEOwnerPRINCIPAL OWNER, CHIEF EXECUTIVE OFFICER, PRESIDENT AND CHIEF COMPLIANCE OFFICER, ownership code E, individual
Mar 8, 2013 to Mar 20, 2024factForm ADV

Owns (2)

← DZIELSKI, ANTHONY, JOHNOwnerSHAREHOLDER/VICE PRESIDENT, ownership code B, individual
Jan 30, 2023 to Mar 20, 2024factForm ADV
← Johnson, Angela, DawnOwnerSHAREHOLDER/SECRETARY AND TREASURER, ownership code B, individual
Jan 30, 2023 to Mar 20, 2024factForm ADV

Dated events

Occurred
Jan 11, 2019
Control person left
Joseph Theodore Zamerski (Chief Compliance Officer And Chief Financial Officer) no longer on Schedule A of Treasure Coast Financial Planning, Inc. (listed 2018-12-21, absent 2019-01-11)
Form ADVobserved 5 days ago
Occurred
Mar 8, 2013
First Form ADV filing
Treasure Coast Financial Planning, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bdab2c2d-be4b-7c56-b0cd-5596c8615b1e
First observed: Mar 8, 2013
Last observed: Mar 30, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

TREASURE COAST FINANCIAL PLANNING, INC.

CRD 166684

VERO BEACH, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:bdab2c2d-be4b-7c56-b0cd-5596c8615b1e

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:23 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

GUY LAWRENCE BASSINI

Certified Financial Planner

VERO BEACH, FL

ANTHONY JOHN DZIELSKI

Certified Financial Planner

VERO BEACH, FL

Ryan Paul Fink

n/a

VERO BEACH, FL

n/a

Angela Dawn Johnson

n/a

VERO BEACH, FL

n/a

Diego Luna

n/a

VERO BEACH, FL

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BASSINI, GUY, LAWRENCE

PRINCIPAL OWNER, CHIEF EXECUTIVE OFFICER, PRESIDENT AND CHIEF COMPLIANCE OFFICER

yes

01/1996

Mar 8, 2013

Mar 20, 2024

DZIELSKI, ANTHONY, JOHN

SHAREHOLDER/VICE PRESIDENT

01/2023

Jan 30, 2023

Mar 20, 2024

Johnson, Angela, Dawn

SHAREHOLDER/SECRETARY AND TREASURER

01/2023

Jan 30, 2023

Mar 20, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$241M

n/a

2024

Mar 31, 2025

$207M

n/a

2023

Mar 20, 2024

$194M

n/a

2022

Mar 31, 2023

$172M

n/a

2021

Mar 30, 2022

$183M

$180M

n/a

2020

Mar 31, 2021

$167M

n/a

2019

Mar 23, 2020

$152M

n/a

2018

Jan 11, 2019

$136M

n/a

2017

Mar 28, 2018

$142M

n/a

2016

Mar 17, 2017

$133M

n/a

2015

Mar 29, 2016

$131M

n/a

2014

Mar 30, 2015

$136M

$134M

n/a

2013

Mar 25, 2014

$128M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$241M

$207M

16.7%

$172M

11.9%