Diego Luna
Treasure Coast Financial Planning · Vero Beach, Florida
Diego Luna 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 8185723 |
| Exams passed | Series 65 (2025) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.theplanningco.com |
| Profile |
How Diego'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 Diego
Is Diego Luna a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Diego 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 Diego charge for financial advice?
Diego's firm, Treasure Coast Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Diego Luna based?
Diego Luna is based in Vero Beach, Florida.
Is Diego Luna registered with the SEC?
Yes. Diego Luna is registered as an investment adviser representative in FL and TX (CRD 8185723), 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 Diego Luna?
Through Diego'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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