TARASCIO FINANCIAL PLANNING, LLC

TARASCIO FINANCIAL PLANNING, LLC of MESA, AZ is an SEC-registered investment adviser (CRD 313228). Regulatory assets under management: $17.7M.

Registration

• CRD: 313228
• Type: Registered investment adviser
• Location: 4540 E BASELINE RD, MESA, AZ, 85206
• Phone: 503-995-3120
• Latest filing: 2026-03-02
• Regulatory AUM: $17.7M
• Discretionary AUM: $17.7M
• Clients: 1
• Accounts: 120

Business model

Compensation: % of AUM, Fixed, Other.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 313228 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search