Reality Financial Planning Services, LLC
Reality Financial Planning Services, LLC is an SEC-registered mass-market adviser in Sarasota, FL with $125.9M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Reality Financial Planning Services, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 143352, SEC 801-134520, data through 2026-03-20.
- AUM (assets under management / regulatory AUM)
- $125.9M (2026-03-20)
- Firm type
- Mass-Market Adviser
- Location
- Sarasota, FL
- Employees
- 2
- Clients
- 214
- CRD
- 143352
- Ownership
- Cunningham, John, Joseph
How much AUM does Reality Financial Planning Services, LLC have?
Reality Financial Planning Services, LLC reported $125.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-20).
Who owns Reality Financial Planning Services, LLC?
Disclosed owners and executives of Reality Financial Planning Services, LLC include Cunningham, John, Joseph. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.