REALITY FINANCIAL PLANNING SERVICES, LLC

REALITY FINANCIAL PLANNING SERVICES, LLC of SARASOTA, FL is an SEC-registered investment adviser (CRD 143352). Regulatory assets under management: $125.9M.

Registration

• CRD: 143352
• SEC file number: 801-134520
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 143352 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search