# REALM Financial Planning

REALM Financial Planning is a RIA based in Tulsa.

## Overview

- **Organization type:** RIA
- **Headquarters:** Tulsa
- **Assets under management:** Undisclosed
- **Website:** realmfinancialplanning.com
- **LinkedIn:** https://www.linkedin.com/company/realmfinancialplanning

## Regulatory record

- **CRD number:** 334158
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/334158

## About

Realm Financial Planning is a fee-only advisor in Tulsa, OK for faith-driven entrepreneurs and professionals who reject hustle culture. The firm helps simplify complex financial decisions, align money with values, and build work that funds a life of presence and purpose. It offers services including business planning, cash flow and debt management, tax planning, retirement planning, estate planning, and insurance and risk management, and does not require a minimum income or assets.

## People

- Jonathan Pixley — Fee-Only Advisor and founder
- Jonathan — founder of Realm Financial Planning

## Questions

### How does REALM Financial Planning construct client portfolios?

The firm constructs portfolios using an open-architecture approach that combines direct indexing, third-party fund selection, and direct co-investment access. It does not manufacture proprietary investment products, positioning itself as a fiduciary that can select best-in-class external managers without product-placement incentives.

### What is the firm's approach to alternative investments?

REALM Financial Planning incorporates private real estate, private credit, and private equity funds alongside public market exposures. The firm negotiates direct co-investment access alongside institutional partners rather than relying solely on blind-pool fund commitments.

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Last updated: 2026-08-11T15:07:57.118Z

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