Realm Financial Planning

Realm Financial Planning is a registered investment advisor founded in October 2024 and based in Tulsa, Oklahoma. Led by principal owner and Chief Compliance Officer Jonathan Pixley, who is a Certified Financial Planner, the firm offers continuous investment management and both ongoing and project-based financial planning services. Realm Financial Planning utilizes Modern Portfolio Theory and may employ third-party investment managers, such as Altruist, to assist with portfolio construction and tax management. The firm operates as a fee-only practice, meaning compensation is derived solely from client fees without commissions or product sales incentives. Services are tailored to individual client goals, risk tolerances, and time horizons, covering areas such as retirement planning, tax strategies, estate planning, cash flow management, and business consulting.