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 owned by an individual. The firm focuses on serving individual and family clients, offering financial planning, discretionary portfolio management for individuals and small businesses, and investor education through seminars and workshops. Its client billing mixes AUM-based fees with hourly and fixed-fee engagements. Reality Financial Planning Services is not positioned as a capital allocator or pension consultant, and it does not identify as an active ESG investor. The firm is not registered as a multi-state adviser and does not report related-adviser arrangements.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 2John Cunningham
Financial AdvisorCRD 6543551
NICHOLAS GYESZAT
Financial PlannerCRD 6399162
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 18Active vs passive
$104M in ETFs
66%
$68.4M
1%
$35.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $22.3M | 69,565 | 21.50% |
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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