Advisory services offered through Realm Financial Planning, LLC, an investment adviser registered with the state of Oklahoma. Advisory services are only offered to clients or prospective clients where Realm Financial Planning, LLC and its representatives are properly registered or exempt from registration.

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The information on this site is not intended as tax, accounting or legal advice, nor is it an offer or solicitation to buy or sell, or as an endorsement of any company, security, fund, or other offering. Information provided should not be solely relied upon for decision making. Please consult your legal, tax, or accounting professional regarding your specific situation. Investments involve risk and have the potential for complete loss. It should not be assumed that any recommendations made will necessarily be profitable.

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The information on this site is provided “AS IS” and without warranties either express or implied and the information may not be free from error. Your use of the information provided is at your sole risk. 

 

3rd Party Websites:

The information linked to on third-party sites is being provided strictly as a  courtesy and convenience. When you link to any of the web sites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. When you access these websites, you are leaving our website and assume any and all responsibility and risk for use of the web sites you are visiting.

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3rd Party Organizations:

Altruist: I use Altruist’s custodial and technology platform to manage client investment accounts. Please see my ADV Brochure for more information.

 

Dimensional Fund Advisors (DFA): I may utilize Dimensional’s funds as part of my investment recommendations when appropriate for a client’s needs. My relationship with Dimensional is consultative and independent. The use of their funds does not imply any form of endorsement or certification.

 

NAPFA: I am an associate member of the National Association of Personal Financial Advisors (NAPFA), a professional association supporting fee-only, fiduciary financial planners.

 

XY Planning Network (XYPN): I’m a proud member of XYPN! As an XYPN advisor, I adhere to strict fiduciary standards. XYPN is the only turnkey advice and planning platform that makes it possible for fee-for-service financial advisors to build the independent firm of their dreams with complete autonomy.