# Reality Financial Planning Services, LLC: new SEC registration, $126M AUM, Sarasota, FL

**Score:** 45/100

| 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 |

## Why this score
- $126M under management.
- Website on file.

Source: SEC monthly roster of registered investment advisers (Form ADV data) (https://adviserinfo.sec.gov/firm/summary/143352). Last refreshed: 2026-11-04T21:45:24.609Z.
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.