Reel Financial Planning

Overview

Reel Financial Planning is a small, independent registered investment adviser that focuses on individualized financial planning and portfolio management for individuals and small businesses. The firm charges hourly and fixed fees and supplements advisory work with educational seminars and workshops. Investment activity is modest in scale and tilted toward publicly traded equities and mutual funds rather than direct alternative or private fund deployments. The adviser does not position itself as a multi-state or pension consultant and does not act as a capital allocator for third-party private funds. Reel Financial Planning reports a clear equity preference in client portfolios, using exchange-traded equities as the dominant building block. The firm is not an active ESG investor according to its disclosures. Service delivery centers on hands-on planning and portfolio oversight for a small client base rather than institutional or multi-family office functions.

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Location & Offices