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Reality Financial Planning Services, LLC

● SEC registered since 2025CRD 143352SEC# 801-134520Sarasota, FL
Export (members)
Reg. AUM
$116.7M
Employees
2
Accounts
460
Location
Sarasota, FL

Reality Financial Planning Services, LLC assets under management

Reality Financial Planning Services, LLC is an SEC-registered investment adviser based in Sarasota, FL. The firm has been registered since 2025. It reports $116.7 million in regulatory assets under management and employs 2 people.
www.realityfinancialplanning.comView on SEC.gov ↗

Reality Financial Planning Services, LLC owners & executives

1 reported
NameTitleOwnershipSince
John Joseph Cunningham ControlPrincipal/Chief Compliance Officer/Managing MemberOver 75%2023

Frequently asked questions

How much does Reality Financial Planning Services, LLC manage?

Reality Financial Planning Services, LLC reports $116.7 million in regulatory assets under management on its Form ADV.

How many employees does Reality Financial Planning Services, LLC have?

Reality Financial Planning Services, LLC reports 2 employees.

Where is Reality Financial Planning Services, LLC located?

Reality Financial Planning Services, LLC is based in Sarasota, FL and has been SEC-registered since 2025.

Does Reality Financial Planning Services, LLC disclose fund performance?

Reality Financial Planning Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3947 Clark Road, Sarasota, FL 34233
Phone(941) 366-5700
Fax(888) 839-5390
Office hoursBy Appointment Only
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$116.7M
Non-discretionary$0
Total (RAUM)$116.7M