Authentic Financial Planning provides financial planning and investment advice. The firm offers ongoing financial planning packages designed for different financial life stages, covering topics like budgeting, retirement, and estate planning. Investment management is included in these packages up to certain asset levels, but is not required. AFP also offers project-based financial planning for specific needs. Investment advisory services are offered on both a discretionary and non-discretionary basis.
Assets Under Management$150K
Clients3
Advisors1
Avg. per Client$50K
Avg. per Advisor$150K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.55% |
| $2M+ | 0.30% |
Fees may be negotiable at the firm's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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