Realm Financial Planning, LLC at a glance
- One of 64 fee-only firms based in Oklahoma in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee.
- Its average account is about $32,000 (assets it manages divided by its 6 accounts).
- Its website says it's taking new clients.
Facts
| Based in | Tulsa, Oklahoma |
|---|---|
| Website | realmfinancialplanning.com |
| [email protected] | |
| Phone | (918) 200-9865 |
Questions about Realm Financial Planning, LLC
How much does Realm Financial Planning, LLC charge?
Realm Financial Planning, LLC publishes these prices: ongoing planning: from $3,000 a year; one-time plan: from $2,500. We found this on its website, checked October 28, 2026.
Does Realm Financial Planning, LLC have an account minimum?
No. Realm Financial Planning, LLC says it has no account minimum. We found this on its website, checked October 28, 2026.
How is Realm Financial Planning, LLC paid?
Realm Financial Planning, LLC's Form ADV says it is paid by: percentage of assets, fixed fees.
How many advisors does Realm Financial Planning, LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Realm Financial Planning, LLC.
What is the average account at Realm Financial Planning, LLC?
Realm Financial Planning, LLC's average account is about $32,000. That's the assets on its Form ADV divided by its 6 accounts.
What does Realm Financial Planning, LLC specialize in?
Realm Financial Planning, LLC's advisors and website list small business owners, tax planning, estate & legacy planning and retirement planning.
Is Realm Financial Planning, LLC accepting new clients?
Yes, according to Realm Financial Planning, LLC's website, checked October 28, 2026.
Realm Financial Planning, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $3,000 a year |
|---|---|
| One-time plan | From $2,500 |
| Account minimum | None |
| How it charges | One-time plans or projects · Ongoing planning fee · Percentage of assets |
In the firm's words
"Monthly fee of $250 to $835" source
"Initial Planning Fee $2,500" source
"Unlike most advisors, I do not require a minimum for your income or your assets." source
"(One time fee for the cr eation of your personalized financial plan)" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $0 million |
| Accounts managed | 6 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | June 10, 2026 |
| SEC record | CRD 334158 |