A
Authentic Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$150,000
Total clients
3
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
3
Average account size
$50,000
About
This firm provides financial planning and discretionary and non‑discretionary investment advisory services to individuals, high‑net‑worth clients, families, business owners and some corporate clients. It offers project‑based plans, ongoing financial planning packages and investment management, and also presents financial education workshops and seminars on general topics such as budgeting, retirement and college planning.
The firm structures ongoing client relationships around three tiered planning packages that use a subscription‑style billing approach (monthly fees that transition to asset‑based billing once account thresholds are met) and a scheduled meeting cadence for reviews and updates. Investment work draws on fundamental analysis, may include third‑party separately managed account programs, and distinguishes between assets managed by the firm and “held‑away” accounts that the firm will review within the planning process.
Compared with typical solo independent advisors, this firm combines its planning subscription model with a broader set of affiliated activities: firm personnel are licensed to sell insurance, act as mortgage loan originators, and provide tax/accounting services through related enterprises, and the firm explicitly includes guidance on real‑estate investing and hosts educational seminars. The combination of a very small advisory practice with recurring subscription planning, multiple practitioner roles (insurance, mortgage, tax/accounting), and free public workshops is uncommon among peers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Retirement income strategy
Social Security optimization
Business sale tax planning
Charitable giving tax strategies
Long-term care insurance
Occupation focus
Founder/Business Owner
Demographic focus
Approaching retirement
Young Families
Fee options
Fixed fee financial planning services range from $400 to $15,000 based on complexity
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.75% $1,000,001 - $2,000,000: 0.55% $2,000,001+: 0.30%
Not specifically stated, but hourly charges are reported in SEC Form ADV Part 1 (exact hourly rates not specified)
Monthly Fees for ongoing financial planning packages: Foundational Planning ($75 single, $125 couple), Wealth Planning ($150 single, $250 couple), Pinnacle Planning ($250 single, $375 couple). Initial onboarding fee equals three months minimum fee.
Main office location
Authentic Financial Planning
Peoria AZ, United States
Number of offices
1
Most active in
Authentic Financial Planning has reported serving >5 clients in these states in the last 12 months.
Arizona
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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