A complete list of active advisors currently associated with Authentic Financial Planning
Warmer can help you find a great advisor at Authentic Financial Planning or one who fits your needs even better.
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.
To learn more about the advisors currently working at Authentic Financial Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Peoria, AZ
| 5
|
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