Michael Tarascio is a CFP-designated registered investment advisor at Tarascio Financial Planning, LLC, based in Mesa, AZ, with 4 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Federal Employees, Financial Planning & Coaching, and 3 more. Their firm serves 49 clients with $18M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Contact
Michael Tarascio
Location
4540 E Baseline Rd, Suite 106, Mesa, AZ, 85206
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Tarascio Financial Planning, LLC
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Tarascio Financial Planning (TFP) is a fee-only, Fiduciary Planning firm built for successful professionals, entrepreneurs, and government employees/military families who want exceptional financial planning that drives real results — not product pitches.