Authentic Life Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$922,091
Total clients
0
Total advisors
1
of 1 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
Authentic Life Financial Planning LLC is a fee-only, registered investment adviser that provides continuous investment management and comprehensive financial planning primarily for individual and high‑net‑worth clients; the firm reports $922,091 in non‑discretionary assets under management. Services include ongoing and project‑based financial planning, monitoring of held‑away employer‑sponsored accounts, and educational seminars and speaking engagements.
The firm’s investment approach combines modern portfolio theory with a mix of passive and active strategies, using fundamental and cyclical analysis to evaluate mutual funds, ETFs, and individual securities and to set asset allocation aligned with client goals and risk tolerance. ALFP frequently recommends and oversees third‑party Outside Managers (including GeoWealth), assists clients in selecting other advisers, and uses third‑party reporting tools to monitor held‑away accounts.
What distinguishes ALFP from many peers is its combination of educational programming and flexible planning arrangements—offering public seminars, project‑based and hourly planning options, and a shorter "Office Hours" engagement—alongside its advisory work. Operating as a small, recently formed firm with non‑discretionary trading authority and a practice of recommending and monitoring outside managers, ALFP emphasizes adviser‑assisted selection and oversight of third‑party managers rather than sole reliance on in‑house discretionary management.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Business sale tax planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
Fixed fees for project-based financial planning ranging from $1,200 to $8,000; Office Hours $500 per session
$0 - $1,000,000: 0.60% $1,000,001 - $1,999,999: 0.50% $2,000,000+: 0.40%
$300 per hour for project-based financial planning
Ongoing financial planning monthly fees from $100 to $800
Fee-only: Initial fee up to $8,000 for ongoing financial planning; Monthly ongoing financial planning fees ranging from $100 to $800; Project-based planning fixed fees $1,200 to $8,000 or hourly fee $300; Office Hours fee $500 per 90-minute session; Educational seminars $0 to $6,000 per seminar or $0 to $200 per participant
Main office location
Authentic Life Financial Planning
Minneapolis MN, United States
Number of offices
1
Most active in
Authentic Life Financial Planning has reported serving >5 clients in these states in the last 12 months.
Minnesota
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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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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