CRD: 143352
Reality Financial Planning Services, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-05-2007
- Office Locations
- 1
Office Locations
About Reality Financial Planning Services, LLC
Reality Financial Planning Services is a Sarasota, FL fee-only fiduciary RIA focused on retirement planning for educators, healthcare professionals, government and nonprofit workers. The firm reviews 403(b) plans, pensions and investment accounts and builds tax-efficient savings and income-distribution strategies, with ongoing monitoring against inflation and volatility. Notable specialization in Florida Retirement System (FRS) pension decisions; custody includes Charles Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
John Joseph Cunningham III
Chief Compliance Officer, Financial Advisor, Managing Member, PRINCIPAL
- CRD
- #6543551
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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NICHOLAS PAUL GYESZAT
--
- CRD
- #6399162
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $125,936,912 | $264,019 |
| Non-Discretionary | $0 | -- |
| Total | $125,936,912 | $264,019 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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