A complete list of active advisors currently associated with Reality Financial Planning Services, LLC

Warmer can help you find a great advisor at Reality Financial Planning Services, LLC or one who fits your needs even better.

Reality Financial Planning Services is a fee-only advisory firm that serves individuals, families, high-net-worth clients, corporations, and certain foundations or charities. The firm offers comprehensive financial planning on an hourly or fixed-fee basis, ongoing discretionary investment supervisory services, and consultation, managing roughly $126 million for about 214 client accounts with two advising professionals. The firm operates under a fiduciary standard and typically pursues a long-term, Modern Portfolio Theory–based approach that emphasizes cost-efficient index funds, ETFs and ETNs while permitting individual equities and fixed income where appropriate. Portfolios are customized with investment policy statements, periodic rebalancing, and use Monte Carlo analysis and scenario/stress testing to address tail-risk and downside concerns. What sets the firm apart from many similarly sized supported advisers is its public education activity: Reality Financial Planning regularly provides speaking engagements and workshops on asset and retirement planning that are educational in nature (most offered pro bono, with some sponsored events subject to negotiated fees). The firm also notes no formal account minimums for its investment supervisory services and offers both hourly and fixed-fee planning arrangements, with the possibility of waiving planning fees when clients move into ongoing advisory relationships.

To learn more about the advisors currently working at Reality Financial Planning Services, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.