# Realm Financial Planning

> Realm Financial Planning is a state-registered investment advisory firm in Tulsa, OK, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 10, 2026.

- CRD: 334158
- Filed as: REALM FINANCIAL PLANNING
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Tulsa, OK
- Filing period: October 2026
- Form ADV filing dated: June 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/334158
- AdvisorCensus page: https://advisorcensus.com/firm/realm-financial-planning-tulsa-ok-334158

## Quick answers

**How is Realm Financial Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Realm Financial Planning reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Realm Financial Planning located?**
Realm Financial Planning's principal office is in Tulsa, OK, according to its Form ADV.

**Is Realm Financial Planning registered with the SEC or a state?**
Realm Financial Planning is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 334158.

**How much does Realm Financial Planning manage?**
Realm Financial Planning reports $193,700 in regulatory assets under management in its Form ADV filing dated June 10, 2026 (100% discretionary).

**Does Realm Financial Planning report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/334158

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $193,700
- Discretionary: $193,700
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $193,700 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OK
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- realmfinancialplanning.com
- realmfp.com
- LinkedIn @realmfinancialplanning

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Realm Financial Planning (CRD 334158): Form ADV filing data as of October 2026.