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Real World Financial Planning
Real World Financial Planning is an independent financial planning firm and registered investment adviser based in Newton, MA that serves individuals and...
Real World Financial Planning
Real World Financial Planning is an independent financial planning firm and registered investment adviser based in Newton, MA that serves individuals and families in the Boston area. It offers practical, actionable, and evidence-based financial planning on a fee-only basis. The firm acts as a fiduciary and receives no commissions or referral fees.
General information
Firm type
RIA
Location
City
Newton
Principals
Linda Bentley Gillespie
Founder
Linda Bentley Gillespie
CFP®, Founder
Ariel Frankel
Paraplanner
Frequently asked questions
What is Real World Financial Planning?
Real World Financial Planning is a ria headquartered in Newton.
Where is Real World Financial Planning headquartered?
Real World Financial Planning is headquartered in Newton.
What does Altss track for Real World Financial Planning?
Altss maintains an OSINT-verified profile of Real World Financial Planning covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.
What is Real World Financial Planning's website?
Real World Financial Planning's public website is realworldfp.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Real World Financial Planning?
Real World Financial Planning is classified by Altss as a RIA.
How does Altss source intelligence on Real World Financial Planning?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Real World Financial Planning's Altss profile last updated?
Real World Financial Planning's profile on Altss was last refreshed on August 11, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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