REALITY FINANCIAL PLANNING SERVICES, LLC
Reality Financial Planning Services, LLC is a leading financial planning firm that helps clients achieve their financial goals through personalized guidance and expert advice. With a team of highly qualified and experienced advisors, Reality Financial Planning Services, LLC is committed to providing top-notch financial services to individuals and businesses.
How does the advisor help clients – Key Takeaways:
- Provides comprehensive financial planning and investment management services
- Offers personalized strategies tailored to each client’s unique needs and goals
- Uses a holistic approach to financial planning, taking into account all aspects of a client’s financial situation
- Regularly reviews and adjusts strategies to ensure they remain aligned with a client’s changing needs and goals
Facts and Insights
Reality Financial Planning Services, LLC has been in business for 10 years and currently manages over $500 million in assets. They have a team of 15 advisors, each with an average of 10 years of experience in the financial industry. The firm primarily serves clients in the high-net-worth and ultra-high-net-worth categories, but also works with individuals and businesses of all incomes and sizes.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 10 years |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Insurance planning and risk management
- Education planning
- Business succession planning
Client Types
Reality Financial Planning Services, LLC works with a diverse range of clients, including:
- High-net-worth individuals
- Ultra-high-net-worth individuals
- Families
- Businesses
- Professionals
- Executives
- Retirees
Fees & Compensation
Reality Financial Planning Services, LLC charges a percentage of assets under management as their fee, with a minimum annual fee of $5,000. They may also receive compensation from third-party providers, such as mutual fund companies, for recommending their products. This compensation is disclosed to clients and does not affect the recommendations made by the firm.
Background
The founders of Reality Financial Planning Services, LLC have decades of combined experience in the financial industry and hold various industry certifications, such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). The firm is registered with the Securities and Exchange Commission (SEC) and adheres to all regulations and laws regarding financial advisory services.
Financial Advisor Disclosures to Know
Reality Financial Planning Services, LLC has a clean record with no disciplinary actions or complaints filed against them. Additionally, they have a fiduciary duty to act in the best interests of their clients, meaning they are legally obligated to provide unbiased and objective advice.