# Guy Bassini

> Guy Bassini is a fee-only financial advisor at Treasure Coast Financial Planning in Vero Beach, Florida, who holds the CFP credential. Treasure Coast Financial Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/guy-bassini/
Built from SEC adviser records; last checked October 30, 2026.

## 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 (firm):** $241.5M across 661 accounts
- **Credentials:** CFP
- **CRD:** 1874159 (https://adviserinfo.sec.gov/individual/summary/1874159)
- **SEC registration:** Investment adviser representative in FL, TX
- **Exams passed:** Series 63 (1988), Series 65 (1995)
- **Firm size:** 6 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.theplanningco.com

## Frequently asked questions

### Is Guy Bassini a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Guy 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 Guy charge for financial advice?

Guy's firm, Treasure Coast Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Guy Bassini based?

Guy Bassini is based in Vero Beach, Florida.

### What credentials does Guy Bassini hold?

Guy Bassini holds the CFP credential.

### Is Guy Bassini registered with the SEC?

Yes. Guy Bassini is registered as an investment adviser representative in FL and TX (CRD 1874159), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### 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 Guy Bassini?

Through Guy's website, www.theplanningco.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1874159): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.