# REALITY FINANCIAL PLANNING SERVICES, LLC

REALITY FINANCIAL PLANNING SERVICES, LLC of SARASOTA, FL is an SEC-registered investment adviser.

## Registration

- CRD: 143352
- Type: SEC-registered investment adviser
- SEC file number: 801-134520
- Location: 3947 CLARK ROAD, SARASOTA, FL, 34233
- Phone: (941) 366-5700
- Latest filing: 2026-03-20
- Regulatory AUM: $125.9M
- Discretionary AUM: $125.9M
- Clients: 2
- Accounts: 477

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| John Joseph Cunningham | PRINCIPAL/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/143352/brochure
- Similar advisers: https://search.stillhousedata.com/firm/143352/similar
- Related entities: https://search.stillhousedata.com/firm/143352/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/143352

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.