Reality Financial Planning Services, LLC
Firm details
- Headquarters
- Sarasota, Florida
- CRD number
- 143352
- Registered since
- November 13, 2025
- 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
FINTRXOverview
Reality Financial Planning Services, LLC is an independent Registered Investment Adviser organized as an LLC and SEC-registered in 2025. The firm is individually owned and serves primarily individual and family clients. Its advisory work centers on financial planning, portfolio management for individuals and small businesses, and client education through seminars and workshops. Pricing includes asset-based fees alongside hourly and fixed-fee arrangements. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not operate as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds83%
- Cash & Cash Equivalents15%
- Exchange Traded Equities2%
Contacts
2 of 2
Nicholas Gyeszat
Financial PlannerCRD 6399162
John Cunningham
Financial AdvisorCRD 6543551
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 17Active vs passive
$104M in ETFs
65%
$67.9M
0%
$36.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $20.4M | 55,140 | 19.62% |
Location
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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