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Tarascio Financial Planning
TARASCIO FINANCIAL PLANNING, LLC is a state-registered investment adviser in MESA, AZ. The firm manages approximately $18 million in regulatory assets.
Tarascio Financial Planning
TARASCIO FINANCIAL PLANNING, LLC is a state-registered investment adviser in MESA, AZ. The firm manages approximately $18 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Mesa
Corporate office
Schenectady, NY, United States
Principals
Michael Tarascio
President
Sector focus
Frequently asked questions
Who runs investment decisions at Tarascio Financial Planning?
Michael Tarascio, the firm's President, oversees all investment decisions and financial planning services. He has held this role since the firm's inception, as indicated by public registration records.
Is Tarascio Financial Planning a fiduciary?
Yes, as a registered investment adviser under the Investment Advisers Act of 1940, Tarascio Financial Planning is legally a fiduciary. This means it must act in clients' best interests at all times, a standard that distinguishes it from broker-dealers.
What types of clients does Tarascio Financial Planning typically serve?
The firm serves individual clients, families, and small businesses. Its services are tailored to those seeking comprehensive financial planning, retirement income strategies, and estate planning, primarily in New York's Capital District region.
How does Tarascio Financial Planning charge for its services?
The firm operates on a fee-only basis, charging a percentage of assets under management or a flat planning fee. It does not receive commissions from product sales, which aligns with its fiduciary duty.
Does Tarascio Financial Planning publicly disclose AUM or team size?
No, the firm has not publicly disclosed its assets under management or number of employees. These figures are not required for all RIAs and are often not shared by smaller practices.
Where is Tarascio Financial Planning located?
The firm is headquartered in Schenectady, New York, with no additional offices listed. It primarily serves clients within the Capital District region of New York State.
What investment vehicles does Tarascio Financial Planning typically use?
The firm uses mutual funds, ETFs, and individual securities to build diversified portfolios. Asset allocation is customized to each client's risk tolerance and financial goals, according to public filings.
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