Overview
Assets Under Management: $126 million
Headquarters: SARASOTA, FL
High-Net-Worth Clients: 33
Average Client Assets: $2.1 million
Frequently Asked Questions
REALITY FINANCIAL PLANNING SERVICES, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #143352), REALITY FINANCIAL PLANNING SERVICES, LLC is subject to fiduciary duty under federal law.
REALITY FINANCIAL PLANNING SERVICES, LLC is headquartered in SARASOTA, FL.
REALITY FINANCIAL PLANNING SERVICES, LLC serves 33 high-net-worth clients according to their SEC filing dated March 20, 2026. View client details ↓
According to their SEC Form ADV, REALITY FINANCIAL PLANNING SERVICES, LLC offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
REALITY FINANCIAL PLANNING SERVICES, LLC manages $126 million in client assets according to their SEC filing dated March 20, 2026.
According to their SEC Form ADV, REALITY FINANCIAL PLANNING SERVICES, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 33
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 54.44%
Average Client Assets: $2.1 million
Total Client Accounts: 477
Discretionary Accounts: 477
Regulatory Filings
CRD Number: 143352
Filing ID: 2060874
Last Filing Date: 2026-03-20 11:51:05