Realm Financial Planning fees and pricing
Financial planner in Tulsa, Oklahoma. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 10, 2026, Realm Financial Planning charges a flat or project fee of $2,500, a monthly fee of $250-$835, and a quarterly fee of $750-$2,505 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 10, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,500
“Ongoing Financial Planning RFP collects an initial fee, no greater than $2,500.”
- Monthly fee
- $250-$835/mo
“The flat annual fee is payable monthly or quarterly, in arrears, at the rate of $250 - $835 per month or $750 - $2,505 per quarter, depending on the complexity and the needs of the client.”
- Quarterly fee
- $750-$2,505/qtr
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Realm Financial Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee for investment management services is based on a percentage of assets under management and is negotiable, upon the Adviser’s discretion.”
- “The annual advisory fee is paid quarterly in arrears based on the value of Client’s account(s) as of the last day of the billing period.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
How Realm Financial Planning’s fees compare
- Its flat or project fee of $2,500 is below the Oklahoma median of $2,875. 31% of the 35 other Oklahoma planners that publish a flat or project fee charge less.
- 4 of the 12 other planners in Tulsa that publish a flat or project fee charge less.
About Realm Financial Planning
- Principal: Jonathan Pixley
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2024 (2 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.75% a year
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $193,700
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 334158
- Phone
- (918) 200-9865
Other planners in Tulsa that publish fees
- 10Elms LLPTulsa$175/hr, $1,000-$3,000
- Ameritrust Investment Advisors IncTulsa$300/hr, $5,000/yr
- Cadent Capital Advisors, LLCTulsa$250-$350/hr
- Chartmark Investments, Inc.Tulsa$150/hr
- Collective Wealth, LLCTulsa$250/hr
- Cone Wealth ManagementTulsa$250/hr, $500-$1,500
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.