Authentic Life Financial Planning

Overview

Authentic Life Financial Planning is an individually owned, limited liability wealth advisory that positions itself as a capital allocator for individuals and small businesses. The firm’s core activities center on financial planning, discretionary and non‑discretionary portfolio management for individuals and small business owners, selecting third‑party advisers when needed, and running educational seminars and workshops. Fee billing is flexible: the firm charges a percentage of assets under management, as well as offering hourly and fixed‑fee engagements. Investment preferences show an emphasis on pooled and private vehicles, with an explicit active approach to ESG integration across client solutions. The firm is small by scale and not multi‑state registered; it focuses on hands‑on planning and manager selection rather than running a large internal investment platform.

Assets & Accounts

Investments & Alternatives

Location & Offices