Nicholas Gyeszat
Nicholas Gyeszat is a CFP-designated registered investment advisor at Reality Financial Planning Services, LLC, based in Sarasota, FL, with 11 years of industry experience. Nicholas 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 2 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
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
Bison Advisors
Truadvice LLC
Global Financial Private Capital, LLC
State Registrations1 state
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