REALM FINANCIAL PLANNING

Overview

Realm Financial Planning is a small, fee-for-service advisory shop focused on financial planning and portfolio management for individuals and small businesses. The firm positions itself as a capital allocator and provides selection-of-other-advisers services, indicating it will outsource or recommend specialist managers when appropriate. Investment activity centers on liquid public markets with an emphasis on equities and exchange-traded vehicles; the firm also identifies as an active ESG investor, which suggests ESG criteria influence portfolio construction and security selection. Business activity is concentrated on a single state footprint and the adviser operates under an individual ownership model.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices