A complete list of active advisors currently associated with Realm Financial Planning

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

Realm Financial Planning provides fee-only financial planning and discretionary investment management to individual and high-net-worth clients. Services include ongoing and project-based comprehensive plans (covering retirement, tax, estate, business, and cash-flow matters) as well as portfolio management across stocks, bonds, mutual funds, ETFs and municipal securities. The firm’s investment approach is grounded in modern portfolio theory and strategic asset allocation, using a mix of passive and active vehicles and offering socially responsible (ESG) options and custom individual-security portfolios when requested. Implementation can include third‑party Outside Managers and model portfolios, and the adviser uses model- and tax-management tools available through the Altruist Model Marketplace while conducting quarterly portfolio reviews and exercising discretionary trading authority. What distinguishes the firm from many peers is its recent, small-scale setup as a single-advisor practice with a modest asset base and a required custodial relationship with a single platform (Altruist), which both limits brokerage choice and provides access to the platform’s model and tax tools. The firm’s principal holds the CFP® credential and the adviser operates solely on a fee-only basis, without accepting commissions or performance-based compensation.

To learn more about the advisors currently working at Realm Financial Planning, 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.

Name	Location	Years of experience
Jonathan Pixley	Tulsa, OK	5

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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