Tarascio Financial Planning, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Tarascio Financial Planning offers investment management services where they manage client funds based on individual needs, developing a personal investment plan with an asset allocation target. They also offer comprehensive financial planning, working one-on-one with clients to evaluate their current and future financial state and create a detailed plan to achieve their goals. Limited financial planning is also available for specific questions or issues.

Assets Under Management$18M
Clients49
Advisors1
Avg. per Client$360K
Avg. per Advisor$18M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm