REAL FINANCIAL PLANNING, LLC

Overview

Real Financial Planning, LLC is a small, independent registered investment adviser that focuses on delivering financial planning services to individuals and families. The firm is structured as a limited liability company and is owned by an individual proprietor. Its business model emphasizes fee-for-service planning rather than asset-based advisory fees: clients are charged hourly or fixed fees, and the firm also engages in other financial product sales as part of its offerings. Investment activity is modest and planning-driven rather than institutional-scale asset management. The firm does not position itself as a capital allocator or as a pension consultant, and it is not active in ESG-driven investing. Given its client base and fee structure, the firm appears to prioritize customized planning work — cash flow modeling, retirement income design and investment selection — over running large pooled investment strategies or operating external fund platforms.

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Location & Offices