Tarascio Financial Planning, LLC
Assets Under Management
$12.5M
Number of Clients
45
Number of Advisors
1
Avg. Portfolio per Client
$278K
Avg. Managed per Advisor
$12.5M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Tarascio Financial Planning offers investment management, where they manage client funds based on individual needs, and comprehensive financial planning, which includes a written report with detailed recommendations. They also offer limited financial planning for specific questions. Financial planning covers retirement, business, cash flow, college savings, employee benefits, estate, financial goals, investment analysis, risk management, and tax planning.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable, prorated, and paid in advance on a quarterly basis.
Fee Estimator
Areas of Practice
Location
4540 E Baseline Rd, Suite 105, Mesa, AZ, 85206
