# Tarascio Financial Planning, LLC

> Tarascio Financial Planning, LLC is a state-registered investment advisory firm in Mesa, AZ, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 2, 2026.

- CRD: 313228
- Filed as: TARASCIO FINANCIAL PLANNING, LLC
- Legal name: The Tarascio Group, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Mesa, AZ
- Filing period: October 2026
- Form ADV filing dated: March 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/313228
- AdvisorCensus page: https://advisorcensus.com/firm/tarascio-financial-planning-llc-mesa-az-313228

## Quick answers

**How is Tarascio Financial Planning, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Tarascio Financial Planning, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Tarascio Financial Planning, LLC located?**
Tarascio Financial Planning, LLC's principal office is in Mesa, AZ, according to its Form ADV.

**Is Tarascio Financial Planning, LLC registered with the SEC or a state?**
Tarascio Financial Planning, LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 313228.

**How much does Tarascio Financial Planning, LLC manage?**
Tarascio Financial Planning, LLC reports $17,700,000 in regulatory assets under management in its Form ADV filing dated March 2, 2026 (100% discretionary).

**What types of clients does Tarascio Financial Planning, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (39); high net worth individuals (10).

**Does Tarascio Financial Planning, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/313228

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $17,700,000
- Discretionary: $17,700,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 39 | $16,100,000 |
| High net worth individuals | 10 | $1,600,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, OR
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- tarasciofp.com
- Facebook @tarasciofp
- Instagram @tarasciofp

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tarascio Financial Planning, LLC (CRD 313228): Form ADV filing data as of October 2026.