# REALITY FINANCIAL PLANNING SERVICES

REALITY FINANCIAL PLANNING SERVICES is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 143352
- **SEC file number:** 801-134520
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-20T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/143352

## About

Reality Financial Planning Services, LLC is an SEC-registered investment adviser in Sarasota, FL, registered since 2025. The firm manages approximately $126 million in regulatory assets. It has 2 employees and 2 investment advisers.

## Related profiles

- [MCM Advisory](https://altss.com/profile/mcm-advisory-llc)
- [Johnston Investment Advisory Services](https://altss.com/profile/johnston-investment-advisory-services-llc)

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Last updated: 2026-07-06T01:24:24.037Z

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