Michael Tarascio, CFP® Tarascio Financial Planning, LLC

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About Michael Tarascio, CFP®

Michael is the Lead Planner and Founder of Tarascio Financial Planning, LLC. He is passionate about using comprehensive financial planning to help business owners save more of their money, pay less tax, retain their employees, and use their business for creative estate planning strategies.

During the decade he spent in corporate America working with small businesses for a large corporate bank, Michael received numerous promotions and nationally-recognized awards. Despite continuous opportunities for advancement, Michael turned it all down to pursue his true calling – working with entrepreneurs in an unhindered and grass roots effort.

Michael is a CFP® Professional and received his B.A. from the University of Oregon and M.A. from Boston College. He lives in the Pacific Northwest with his wife of 13 years, 3 children and German Shepherd. When he’s not working you can find him playing soccer with his kids, mountain biking and traveling.

At various points Michael has lived in Sicily with his extended family and learned to speak Italian as a teenager. He proudly comes from a long line of entrepreneurs – his great grandfather was an olive oil merchant in Siracusa, Sicily, while his grandfather, parents and siblings are all self-employed. Michael has traveled around the world and would call Rome, Rio De Janeiro & Cinque Terre some of his favorites so far.

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Ideal Clients

  • Business Owners
  • Entrepreneurs
  • Gen Y/Millennials
  • Retirement Planning

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $100+/mo
  • Quarterly Fee: $300+/qtr
  • Flat Fee: $2500+/engagement
  • Hourly Fee: $250+/hr
  • Assets Under Management:
    • $0 – $500,000: 0.95% 
    • $500,001 – $1,000,000: 0.85% 
    • $1,000,001 – $3,000,000: 0.75% 
    • $3,000,001 – $5,000,000: 0.60% 
    • $5,000,001+: 0.50%

Pricing varies by services offered. Please contact the advisor directly for a full explanation of fee option

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