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 is a small, recently formed SEC‑registered investment adviser that provides investment management and financial planning services. While its ADV describes serving individuals and high‑net‑worth clients, the firm operates with modest assets under management and structures portfolios using model portfolios and third‑party managers. The firm’s investment process is grounded in modern portfolio theory and asset allocation, blending passive and active strategies to align with client risk tolerance and objectives. It implements portfolios on a discretionary basis and routinely uses the Altruist Model Marketplace and Outside Managers, assisting clients with manager selection, investor questionnaires, and ongoing due diligence. Distinctive features include the firm’s explicit use of the Altruist model marketplace—access to third‑party and custom models and tax‑management tools whose fees are passed through to clients—and a formal practice of recommending and overseeing Outside Managers (who bill clients separately). As a fee‑only, recently established manager with limited AUM, its reliance on third‑party models and a single custodial platform are notable operational characteristics compared with larger investment managers.

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.