Anthony Dzielski
Anthony Dzielski is a CFP-designated registered investment advisor at Treasure Coast Financial Planning, INC., based in Vero Beach, FL, with 20 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 251 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are based on aggregate household assets and are negotiable at the firm's discretion.
Fee Estimator
Contact
Anthony Dzielski
Location
545 Beachland Blvd, Vero Beach, FL, 32963
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Treasure Coast Financial Planning, INC.
Previous Registrations
LPL Financial LLC
Raymond James Financial Services
Ameriprise Financial Services, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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