Reality Financial Planning Services, LLC fees
Financial planner in Sarasota, Florida. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 20, 2026, Reality Financial Planning Services, LLC (Sarasota, FL) charges $175-$250 an hour and a quarterly fee of $75-$150 for financial planning.
- Website: realityfinancialplanning.com (opens in new tab)
- Call (941) 366-5700
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change.
- Hourly rate
- $175-
$250/hr Runs from below the Sarasota median of $250 up to it. Below the Florida median of $300; 19% of the 188 other planners in Florida charge less.
“Financial planning services fees range from $175 to $250 per hour (depending on the representative serving the client), billed in 10-minute increments, and a partial increment will be treated as a whole.”
- Quarterly fee
- $75-
$150/qtr “Our fee ranges from $75 to $150 per quarter and is due within the first 10 calendar days of each new quarter (quarterly, in advance).”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Team size
- 2 employees
How Reality Financial Planning Services, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our published fees are negotiable, and we may waive or discount our fees for our associates, their family members, pre-existing relationships, and those whom we consider to be centers of influence.”
- “An hourly engagement lasting more than one month may be billed at the end of each month for time incurred.”
- “Our financial planning invoices will be provided each time we assess our fee, and will include the fee to be charged, the formula or time used to calculate the fee, the period covered by the fee and the fee calculation itself.”
About Reality Financial Planning Services, LLC
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, quarterly planning fees, and a percentage of assets under management
- Clients
- 214
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $126 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of March 20, 2026
- CRD number
- 143352 (opens in new tab)
- Phone
- (941) 366-5700
Other planners in Sarasota that publish fees
- Mainland FinancialSarasotaHourly $650/hr
- Benzina Wealth, LLCSarasotaAnnual $6,000-$12,000/yr
- Raymond Capital Advisors, LLCSarasotaHourly $250/hr
- Forza Wealth ManagementSarasotaHourly $250/hr, Flat from $2,500
- Wise Stewardship Financial Planning, LLCSarasotaHourly $450/hr, Flat $999-$25,000
- Guardsman Private Capital Management, Inc.SarasotaAnnual $25,000/yr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.