TREASURE COAST FINANCIAL PLANNING, INC.

CRD 166684File 801-77753

APPROVED

Retail clients

Custody

Filing as of Mar 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$241.5M

Below cohort median (national)

Discretionary AUM

$241.5M

Clients

251

661 accounts

Employees

Below cohort median in FL

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: MIRO
Registration date: Mar 26, 2013
Principal office: 545 BEACHLAND BLVD, VERO BEACH, FL, 32963
Phone: 772-231-1422
Website: HTTP://WWW.THEPLANNINGCO.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $241.5M
Discretionary AUM: $241.5M
Non-discretionary AUM: $0
Discretionary accounts: 661
Non-discretionary accounts: 0
Total accounts: 661
AUM per client: $962K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	14	$8.9M
Charitable organizations	Fewer than 5	$357K
High net worth individuals	82	$185.0M
Individuals (other than high net worth individuals)	152	$47.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Hourly charges
Other (described) — TAX RETURN PREP. FEE-NON ADVISORY RELATED BUSINESS
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.