Reality Financial Planning Services, LLC
● SEC registered since 2025CRD 143352SEC# 801-134520Sarasota, FL
Reg. AUM
$125.9M
Employees
2
Accounts
477
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 $125.9 million in regulatory assets under management and employs 2 people.
Reality Financial Planning Services, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Joseph Cunningham Control | Principal/Chief Compliance Officer/Managing Member | Over 75% | 2023 |
Frequently asked questions
How much does Reality Financial Planning Services, LLC manage?
Reality Financial Planning Services, LLC reports $125.9 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
| Address | 3947 Clark Road, Sarasota, FL 34233 |
| Phone | (941) 366-5700 |
| Fax | (888) 839-5390 |
| Office hours | By Appointment Only |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$125.9M▲ 8%
Sep '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 88%
Larger than 12% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$125.9Mregulatory AUM
Discretionary $125.9M