Michael Tarascio
Tarascio Financial Planning, LLC · Mesa, Arizona
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.
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Specialties
Who they serve
- Founders
- Physicians
- Executives
- High earners
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 |
| Assets under management | $17.7M across 120 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, TX · CRD 5986896 |
| Exams passed | Series 63 (2011) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | tarasciofp.com |
| Profile |
How Michael's firm compares
- Tarascio Financial Planning, LLC's average account is about $148,000, from its Form ADV (assets managed divided by 120 accounts).
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Questions about Michael
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Tarascio Financial Planning, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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