Reel Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Reel Financial Planning is a small, fee‑only independent advisory firm that serves individuals and high‑net‑worth clients with comprehensive financial planning, investment management, financial coaching, and educational seminars or speaking engagements. Clients receive a written financial plan early in the engagement and the firm coordinates with third‑party professionals (attorneys, accountants, tax advisors, insurance agents) when appropriate.
The firm’s investment process emphasizes asset allocation informed by Modern Portfolio Theory and a blend of passive and active strategies, with securities selected using fundamental analysis and fund/ETF evaluation. It can manage accounts on a discretionary basis, employs outside managers and third‑party platforms (including Betterment Advisor Solutions) for some portfolios, and provides ongoing monitoring and periodic reviews tied to clients’ objectives and risk tolerances.
Distinctive operational features include offering public and organizational seminars and financial coaching—services that are less common among peers—and a billing approach that does not rely on traditional percentage‑of‑assets fees, instead using fixed, project, or hourly arrangements. The firm is recently established, operates strictly on a fee‑only basis without commission compensation, and generally works with clients who establish custody at its recommended custodians.
Client services
Expertise
Fee options
Project-Based Financial Planning fixed fees from $0 to $24,000; Initial fee for Ongoing Financial Planning $0 - $2,500; Annual fixed fees up to $24,000.
Project-Based Financial Planning hourly rate: $350 per hour; Additional work outside initial scope billed monthly at $350 per hour.
Ongoing Financial Planning and Investment Management fees paid monthly in advance ranging from $0 to $2,000; Financial Coaching charged monthly in advance $0 to $500.
Minimum fee: Initial fee for Ongoing Financial Planning: $0 - $2,500; Annual fixed fee for Ongoing Financial Planning and Investment Management Services: up to $24,000 annually, paid monthly $0 - $2,000; Financial Coaching recurring fixed fee: $0 - $500 per month; Educational Seminars: $500 per hour; Project-Based Financial Planning fixed fees: $0 - $24,000 Fee-only: All advisory services are fee-only, meaning compensation is exclusively from client fees without commissions.
Main office
Midlothian VA
Advisors at this office
1
Most active in
Virginia
Also doing business as
Reel Financial Planning · Reel Financial Planning LLC · Reel Fp · Reelfp
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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