Authentic Life Financial Planning
Firm details
- Headquarters
- ,
- CRD number
- 333946
- Website
- www.authenticlifefp.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals53.12%
- HNWI46.88%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Authentic Life Financial Planning is a Minnesota-based limited liability company led by an individual owner that provides fee-based financial planning and portfolio services to individuals and small businesses. The firm bills using a mix of percentage-of-assets, hourly, and fixed fees and offers educational seminars and manager selection services as part of its advisory menu. It identifies itself as a capital allocator and reports integrating ESG considerations into its investment approach. The adviser operates under state registration in Minnesota and does not present itself as a multi-state or pension consultant adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds95%
- Exchange Traded Equities3%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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