Authentic Financial Planning

Overview

Authentic Financial Planning is an independent, privately held registered investment adviser operating as a corporation and owned by an individual. The firm serves primarily individual and family clients and functions as a capital allocator, directing client assets into both in-house portfolios and third‑party managers. Its advisory offering centers on financial planning and portfolio management for individuals, small businesses, and other businesses or institutions. The firm also provides selection-of-other-advisers services and runs educational seminars and workshops. Fee arrangements include a traditional percentage-of-AUM schedule alongside subscription and fixed-fee engagements, reflecting flexibility for different client needs. Authentic Financial Planning does not identify as an active ESG investor and appears to operate at a single-state level. It lists industry affiliations with accountants, an insurance company, and a real estate broker, which can support integrated planning and access to third-party investment opportunities.

Assets & Accounts

Public Holdings

Investments & Alternatives