Authentic Financial Planning

Overview

Authentic Financial Planning is a small, independent registered investment adviser operating as a corporation and focused on individual and family clients. The firm combines financial planning with portfolio management for individuals and small businesses, and it offers advisory services that include selection of other advisers and educational seminars. Fee arrangements are flexible—percentage of AUM, hourly, subscription and fixed fees are all used—so the firm can tailor billing to client needs. Investment emphasis leans toward public equities, with exchange-traded securities forming the largest portion of client portfolios. The firm also acts as a capital allocator, placing client capital with third-party managers where appropriate. Industry relationships with accountants, insurance companies and real estate brokers support a planning-first approach that can incorporate insurance products and third-party real estate strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices