Updated:
Authentic Financial Planning
Authentic Financial Planning is a registered investment advisor offering planning-centric wealth services.
Authentic Financial Planning
Authentic Financial Planning is a registered investment advisor (RIA) that structures its practice around comprehensive financial planning for families, rather than traditional asset management. The firm's legal filings indicate a focus on fee-based advisory services, including retirement planning, investment management, and insurance analysis. Public records do not disclose its founding year, principal leadership, or specific wealth origin of clients served. The firm's investment approach is advisory-led rather than product-driven, meaning it constructs portfolios using third-party custodians and investment vehicles. The asset-class mix includes equities, fixed income, alternatives, and insurance-linked products, but no specific holdings or deals are publicly associated with the firm. Geographically, operations appear limited to the United States, with no documented international presence. Team size, additional offices, and adjacent vehicles such as foundations or direct investment arms are not known from publicly available data. No confirmable operational events from the last 24 months could be attributed to Authentic Financial Planning in independent sources. Authentic Financial Planning's structural differentiator is its narrow focus on planning over asset gathering, a model common among boutique RIAs but rare at institutional scale. Without disclosed AUM or named principals, the firm remains an opaque entity with minimal transparency into its governance or succession structure.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
—
Country
—
City
—
Corporate office
—
Sector focus
Frequently asked questions
Who runs investment decisions at Authentic Financial Planning?
Public records do not name any specific investment principals or committee members at Authentic Financial Planning. The firm's registered agent and corporate filings do not disclose a CIO or managing director. Without a named operator, the decision-making structure remains unknown.
How does Authentic Financial Planning source proprietary deal flow?
No publicly available information describes a proprietary deal sourcing capability at Authentic Financial Planning. The firm appears to function as a traditional RIA, constructing portfolios from publicly traded securities and third-party investment products rather than direct private investments. There is no evidence of a direct deal team.
Is Authentic Financial Planning structured as a single family office or multi-family office?
Authentic Financial Planning is registered as an RIA with the SEC, which permits it to serve multiple clients, positioning it as a multi-family office rather than a single-family office. The firm's ADV filings describe advisory services to high-net-worth individuals and families, consistent with a multi-client wealth management structure.
Does Authentic Financial Planning participate in fund commitments or only direct deals?
The firm's disclosed advisory services include investment management through aggregated accounts and separately managed accounts, not fund commitments or direct deals. Public filings show no participation in private fund structures or co-investment vehicles.
What investment stages does Authentic Financial Planning typically target?
Publicly available information does not specify target investment stages. As a planning-focused RIA, Authentic Financial Planning likely focuses on traditional asset allocation across public markets rather than venture-stage or growth-stage private investing.
Where does the underlying wealth come from for clients of Authentic Financial Planning?
No public information identifies the wealth origin of the firm's clients. The firm's marketing and regulatory filings do not reference any specific industry, family dynasty, or business fortune as the source of client capital.
Does Authentic Financial Planning maintain philanthropic structures, and how are they separated?
No charitable foundations, donor-advised funds, or other philanthropic entities are publicly associated with Authentic Financial Planning. The firm's regulatory filings do not mention any separate nonprofit or philanthropic arm.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: