# Michael Tarascio

> Michael Tarascio is a fee-only financial advisor at Tarascio Financial Planning, LLC in Mesa, Arizona, who holds the CFP credential. Michael focuses on founders (pre-exit), small business owners and tax planning. Tarascio Financial Planning, LLC reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/michael-tarascio/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Tarascio Financial Planning, LLC
- **Based in:** Mesa, Arizona
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $17.7M across 120 accounts
- **Credentials:** CFP
- **Specialties:** Founders (pre-exit), Small business owners, Tax planning, Retirement planning, Equity compensation
- **Works with:** Founders, Physicians, Executives, High earners
- **CRD:** 5986896 (https://adviserinfo.sec.gov/individual/summary/5986896)
- **SEC registration:** Investment adviser representative in AZ, TX
- **Exams passed:** Series 63 (2011)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://tarasciofp.com

## Frequently asked questions

### Is Michael Tarascio a fee-only financial advisor?

Yes. Michael Tarascio is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Michael's firm.

### How does Michael charge for financial advice?

Michael's firm, Tarascio Financial Planning, LLC, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Michael Tarascio based?

Michael Tarascio is based in Mesa, Arizona.

### What does Michael specialize in?

Michael's specialties include founders (pre-exit), small business owners, tax planning, retirement planning and equity compensation. Michael works with founders, physicians, executives and high earners.

### What credentials does Michael Tarascio hold?

Michael Tarascio holds the CFP credential.

### Is Michael Tarascio registered with the SEC?

Yes. Michael Tarascio is registered as an investment adviser representative in AZ and TX (CRD 5986896), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Tarascio Financial Planning, LLC manage?

Tarascio Financial Planning, LLC reports $17.7M across 120 accounts in assets under management.

### How do I contact Michael Tarascio?

Through Michael's website, tarasciofp.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/46923): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.tarasciofp.com/): specialties, clients served, and fees, checked October 28, 2026

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