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REALITY FINANCIAL PLANNING SERVICES, LLC

SARASOTA, FL · CRD 143352 · IAPD ↗ · realityfinancialplanning.com · (941) 366-5700

$125.9MRegulatory AUM
2Advisory reps
2Employees
29Clients
101-250Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
December 2025 — REALITY FINANCIAL PLANNING SERVICES, LLC (SARASOTA, FL) is newly SEC-registered with $116.7M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.