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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 11, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Cunningham, John, Joseph | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| Cunningham, John, Joseph | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| Cunningham, John, Joseph | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| Cunningham, John, Joseph | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
Registrations
Federal
IA
Dec 11, 2025 REGISTERED
Notice Filings (1)
FL
Address
3947 CLARK ROADSARASOTA, FL 34233
United States
Phone: (941) 366-5700