Reel Financial Planning

Overview

Reel Financial Planning is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on delivering financial planning and portfolio management to individuals, families and small-business owners. Its client-facing services include comprehensive financial planning, ongoing portfolio oversight for personal and small-business accounts, and investor education through seminars and workshops. Fee arrangements are non-asset-based: the firm charges hourly and fixed fees rather than percentage-based advisory fees. Reel Financial Planning does not identify as an ESG-active investor, does not position itself as a capital allocator to private managers, and its practice appears aimed at retail clients rather than institutional or pension work.

Assets & Accounts

Public Holdings

Investments & Alternatives