Reality Financial Planning Services, LLC: new SEC registration, $126M AUM, Sarasota, FL
Reality Financial Planning Services, LLC (Sarasota, Florida): new SEC registration, $126M AUM, Sarasota, FL. Its amount of 126 is below the median of 135 (45th percentile). Dated 357 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-11-04, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 126 · 45th percentile of 1,225 NewRiaPulse records · 0.9x the median
Free preview: all 11 published fields of this record are shown below. Locked: 121 related FL NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Reality Financial Planning Services, LLC |
| Legal name | Reality Financial Planning Services, LLC |
| CRD | 143352 |
| Status | Approved |
| Registered with the SEC | 2025-11-13 |
| Latest Form ADV filing | 2026-03-20 |
| Location | Sarasota, FL, United States |
| Regulatory AUM | $125,936,912 |
| Accounts | 477 |
| Employees | 2 |
| Website | HTTP://WWW.REALITYFINANCIALPLANNING.COM |
| amount percentile | 45th of 1,225 (median 135, 0.9x median) |
| Peer records CSV (122 FL records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2025-11-13
- Data refreshed: 2026-11-04
- Refunds on request within 14 days
Top NewRiaPulse records (FL first): Kare Manager Holdings, L.P. · Sirenia Capital Management LP · Cip Pe Advisors, LLC · Evertern Wealth, LLC · Hobe Mountain Capital Management LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 04 Nov 2026 21:45:24 GMT
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Peer benchmark and outreach value: Reality Financial Planning Services, LLC and 122 Florida peers
- Florida NewRiaPulse records like this one: 122
- Reality Financial Planning Services, LLC's amount: 45th percentile of 1,225 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Florida peer: $24,400 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $126M under management.
- Website on file.
What is the NewRiaPulse record for Reality Financial Planning Services, LLC in Sarasota, Florida?
Reality Financial Planning Services, LLC received SEC registration as an investment adviser (2025-11-13) with $125,936,912 in regulatory assets under management, based in Sarasota, FL.
How does Reality Financial Planning Services, LLC compare to other Florida NewRiaPulse records?
Its amount of 126 is below the median (45th percentile); smaller records often move faster and face less competition. It is 357 days old; check the official source for later updates before acting.
Reality Financial Planning Services, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Reality Financial Planning Services, LLC | Sarasota, FL | 126 | 45th | 2025-11-13 |
| Von Haefen Financial Management | 128 | 46th | 2026-10-28 | |
| Retirepath Wealth, LLC | Little Rock, AR | 110 | 24th | 2026-10-20 |
| Round Table Investment Strategies, LLC | Lincoln, NE | 107 | 20th | 2026-10-22 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.