# Reel Financial Planning

Reel Financial Planning is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/reelfp

## Regulatory record

- **CRD number:** 333611
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/333611

## About

REEL FINANCIAL PLANNING is a state-registered investment adviser with $5 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It provides investment advice.

## Sectors

- Financial Services

## Questions

### What services does Reel Financial Planning offer?

The firm provides personal financial planning services including retirement projections, investment portfolio management, tax planning coordination, and insurance analysis. It structures advice on a fee-only or fee-based fiduciary model typical of independent registered investment advisers, though the specific fee schedule is not publicly detailed.

### Is Reel Financial Planning a fiduciary?

As an SEC or state-registered investment adviser, Reel Financial Planning is held to a fiduciary standard under the Investment Advisers Act of 1940. This requires the firm to act in the best interest of clients when providing ongoing portfolio management and advisory services.

### Does Reel Financial Planning manage institutional capital or pooled funds?

No. The firm's structure is oriented toward individual and household clients. It does not publicly report managing institutional separate accounts, pooled investment vehicles, or private funds, distinguishing it from institutional asset managers.

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- [REEDSBAY](https://altss.com/profile/reedsbay)

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Last updated: 2026-06-03T20:00:00.000Z

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