Skip to main content

REALITY FINANCIAL PLANNING SERVICES, LLC

SEC Form ADV profile.

Total regulatory AUM
$125,936,912
Discretionary
$125,936,912
Non-discretionary
$0

Firm details

CRD number
143352
SEC file number
801-134520
Main office
SARASOTA, FL, United States
Employees
2
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.