Reality Financial Planning Services, LLC

RIASEC & State Registered

Total AUM

$126M

Discretionary

$126M

100% of AUM

Avg account

$264K

Accounts

477

Employees

2

Advisory reps

2

Firm details

Headquarters: Sarasota, Florida
CRD number: 143352
Registered since: November 13, 2025
Website: www.realityfinancialplanning.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI54.44%
Individuals43.19%
Corporations / Businesses2.37%
Services: Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Reality Financial Planning Services, LLC is an independent, individual-owned RIA that provides financial planning and portfolio management focused on individuals and families. The firm also runs educational seminars and workshops. It charges clients using AUM-based fees as well as hourly and fixed-fee arrangements. Reality Financial Planning Services is SEC-registered (registered in 2025) and is not identified as a multi-state or pension consultant adviser. The firm does not emphasize ESG investing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds83%
Cash & Cash Equivalents15%
Exchange Traded Equities2%

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 17

Active vs passive

$104M in ETFs

Passive

66%

$68.5M

Active

0%

$35.8M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANGUARD MORNINGSTAR TOTAL STOCK MARKET INDEX FUND (VTI)	Vanguard	Passive	Large Blend	$20.7M	55,210	19.80%

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Primary office

Sarasota, FL

Sarasota

Location

Sarasota, FL

Headquartered in Sarasota, FL, anchoring the North Port-Sarasota, FL metro in the South.

Metro area: North Port-Sarasota, FL
Region: South
County: Sarasota
Address: 3947 Clark Rd
Time zone: ET (UTC-5)
Office locations

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