REEL FINANCIAL PLANNING

REEL FINANCIAL PLANNING is an SEC-registered investment adviser (CRD 333611). Regulatory assets under management: $4.8M.

Registration

• CRD: 333611
• Type: Registered investment adviser
• Phone: 804-292-2192
• Latest filing: 2026-03-29
• Regulatory AUM: $4.8M
• Discretionary AUM: $4.8M
• Clients: 1
• Accounts: 31

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 333611 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search