Angela Johnson
Treasure Coast Financial Planning · Vero Beach, Florida
Angela Johnson is a fee-only financial advisor at Treasure Coast Financial Planning in Vero Beach, Florida. Treasure Coast Financial Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Treasure Coast Financial Planning |
|---|---|
| Based in | Vero Beach, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $241.5M across 661 accounts |
| SEC registration | Investment adviser representative in FL, TX · CRD 7481206 |
| Exams passed | Series 65 (2025) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.theplanningco.com |
How Angela's firm compares
- Treasure Coast Financial Planning's average account is about $365,000, from its Form ADV (assets managed divided by 661 accounts).
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Questions about Angela
Is Angela Johnson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Angela holds no broker registration, and Treasure Coast Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Angela charge for financial advice?
Angela's firm, Treasure Coast Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Angela Johnson based?
Angela Johnson is based in Vero Beach, Florida.
Is Angela Johnson registered with the SEC?
Yes. Angela Johnson is registered as an investment adviser representative in FL and TX (CRD 7481206), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Treasure Coast Financial Planning manage?
Treasure Coast Financial Planning reports $241.5M across 661 accounts in assets under management.
How do I contact Angela Johnson?
Through Angela's website, www.theplanningco.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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