John Cunningham
John Cunningham is a CFP-designated registered investment advisor at Reality Financial Planning Services, LLC, based in Sarasota, FL, with 10 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 3 more. Their firm serves 208 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.75% |
| $500K - $750K | 0.60% |
| $750K - $1.0M | 0.50% |
| $1M+ | 0.30% |
Pre-existing accounts may have a different asset-based fee per prior agreement. Fees are negotiable.
Fee Estimator
Contact
John Cunningham
Location
3947 Clark Road, Sarasota, FL, 34233
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Reality Financial Planning Services, LLC
Previous Registrations
Tiaa-Cref Individual & Institutional Services, LLCBroker
Advice and Planning Services
Global Financial Private Capital, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams