RIA Intel›Advisers›Virginia›REEL FINANCIAL PLANNING LLC

REEL FINANCIAL PLANNING LLC

Advisory

VA

Data as of Mar 29, 2026 · Source: SEC Form ADV

Average account

$155K

across 31 accounts

AUM per adviser

$5M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 29, 2026.

Total AUM

$5M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$5M

Discretionary AUM$5M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients23

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InVA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

23 clients

5 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in VA

Closest by assets under management. All figures from Form ADV.

MONTGOMERY CAPITAL MANAGEMENT, LLC

NEWPORT NEWS, VA

$5M

HARRISON CAPITAL MANAGEMENT LLC

$5M

BOSS FINANCIAL STRATEGIES, LLC

$5M

1693 ANALYTICS, LLC

$5M

FRY'S PATH CAPITAL, LLC

CHARLOTTESVILLE, VA

$5M

PURPOSE DRIVEN WEALTH ADVISORS LLC

$5M

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