← Back to searchVisit website
REALITY FINANCIAL PLANNING SERVICES, LLC
CRD 143352 · SEC 801-134520
3947 CLARK ROAD, SARASOTA, FL, 34233, United States
Phone
(941) 366-5700
Fax
(888) 839-5390
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$125.9M
Discretionary AUM
$125.9M
Team
2 total employees; 2 advisory reps; 29 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 181 | $54.4M |
| High net worth individuals | 33 | $68.6M |
States served
FL
All web addresses on file
Official SEC filing: View on IAPD