Authentic Life Financial Planning

Overview

Authentic Life Financial Planning is an individually owned limited liability company that provides financial planning and portfolio management for individuals and small businesses. The firm describes itself as a capital allocator and offers selection of third‑party advisers as part of its advisory services. Fee arrangements include percentage‑of‑AUM billing as well as hourly and fixed‑fee engagements. Services also extend to educational seminars and workshops. The firm reports being an active ESG investor. It is not documented as a multi‑state adviser and its SEC registration year is not provided in the available data.

Assets & Accounts

Investments & Alternatives