REALITY FINANCIAL PLANNING SERVICES, LLC
CRD #143352 SEC #801-134520 SARASOTA, FL (941) 366-5700
SEC Registered
Total AUM
$116.7M
Discretionary
$116.7M
Employees
2
Clients
101
Accounts
460
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $116.7M | $116.7M | $0 | 2 | 39 |
| Nov 2025 | $116.7M | $116.7M | $0 | 2 | 39 |
| Sep 2025 | $116.7M | $116.7M | $0 | 2 | 39 |
| Sep 2025 | $116.7M | $116.7M | $0 | 2 | 39 |
DateDec 2025
Total AUM$116.7M
Discretionary$116.7M
Non-Disc.$0
Employees2
Clients39
DateNov 2025
Total AUM$116.7M
Discretionary$116.7M
Non-Disc.$0
Employees2
Clients39
DateSep 2025
Total AUM$116.7M
Discretionary$116.7M
Non-Disc.$0
Employees2
Clients39
DateSep 2025
Total AUM$116.7M
Discretionary$116.7M
Non-Disc.$0
Employees2
Clients39