Guy Bassini
Treasure Coast Financial Planning · Vero Beach, Florida
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.
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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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, TX · CRD 1874159 |
| Exams passed | Series 63 (1988) · Series 65 (1995) |
| Firm size | 6 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.theplanningco.com |
How Guy'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 Guy
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.
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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