Adviser Profile

As of Date 03/20/2026
Registration SEC, Approved, 11/13/2025
Other registrations (2)
Former registrations

REALITY FINANCIAL PLANNING SERVICES, LLC

ADV Location SARASOTA, FL, United States
Contact Info (94 xxxxxxx
Websites
AUM* 125,936,912
of that, discretionary 125,936,912
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 264,019
% High Net Worth 15.14%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

126M 108M 90M 72M 54M 36M 18M
2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees