Reality Financial Planning Services, LLC

Reality Financial Planning Services, LLC (CRD# 143352) is a financial advisory firm headquartered in Sarasota, FL. They manage $74,091,971 in 394 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
3947 Clark Road, Sarasota, FL 34233
http://www.realityfinancialplanning.com
By the Numbers
  • Total Assets Under Management
    74
    MILLION
  • Total Number of Accounts
    394
    ACCOUNTS
  • Average Account Value
    $188,051
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Reality Financial Planning Services, LLC
Showing 1 - 2 of 2 top financial advisors.
1
John Cunningham, financial advisor Sarasota FL
John J. Cunningham
CRD#: 6543551
3947 Clark Road, Sarasota, FL 34233

John Cunningham (CRD# 6543551) is an Investment Advisor Representative working at Reality Financial Planning Services, LLC in Sarasota, FL and has over 8 years of experience in the finance industry.

2
Joseph Downs, financial advisor Sarasota FL
Joseph P. Downs
CRD#: 2416480
3947 Clark Road, Sarasota, FL 34233

Joseph Downs (CRD# 2416480) is an Investment Advisor Representative working at Reality Financial Planning Services, LLC in Sarasota, FL and has over 30 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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