Michael Sebastian Tarascio
MT
CFP
Michael Sebastian Tarascio
MT
CFP

Michael Tarascio

4 Years of Experience
Areas of Practice
Business OwnersEstate PlanningFederal EmployeesFinancial Planning & CoachingHigh Net WorthInvestment ManagementRetirement PlanningTax Planning
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
45 clients
Average Client Portfolio
$278K average
Assets Under Management
$12.5M

Fee Structure

Minimum Investment:None
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable, prorated, and paid in advance on a quarterly basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact

Michael Sebastian Tarascio
MT
Michael Tarascio

Location

4540 E Baseline Rd, Suite 105, Mesa, AZ, 85206

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Tarascio Financial Planning, LLC
May 2021 - Present · 4 yrs 10 mos
State Registrations2 states
AZOR
Advisor

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
No exam information available for this advisor.
Additional Information

Tarascio Financial Planning (TFP) is a fee-only, Fiduciary Planning firm built for successful professionals, entrepreneurs, and government employees/military families who want exceptional financial planning that drives real results — not product pitches.

Michael Sebastian Tarascio
MT
Contact
Michael Tarascio