# Authentic Life Financial Planning

Authentic Life Financial Planning is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **Website:** https://authenticlifefinancialplanning.org
- **LinkedIn:** https://www.linkedin.com/company/trevorausen

## Regulatory record

- **CRD number:** 333946
- **Registration status:** Registered
- **Reports private funds:** No

## About

Authentic Life Financial Planning is a state-registered investment adviser in Edina, MN. The firm manages approximately $922,091 in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### Is Authentic Life Financial Planning a fiduciary?

As a registered investment adviser, the firm is held to a fiduciary standard under the Investment Advisers Act of 1940, meaning it must put client interests ahead of its own. The firm's fee-only structure further reinforces this duty by eliminating commissions and proprietary product incentives. Clients receive a Form ADV Part 2A that discloses all conflicts of interest and fee schedules.

### Does the firm custody client assets?

No. Asset custody is held by a qualified third-party custodian — commonly Charles Schwab Institutional or a comparable platform — while the firm retains limited trading authority through the custodian's advisory interface. This separation of custody and advisory authority is a core consumer protection that prevents commingling or unauthorized movement of client funds.

### What client segments does the firm serve?

The practice works with accumulators and retirees who require integrated tax, estate, and retirement-income planning. Common client profiles include corporate executives managing deferred compensation, medical professionals transitioning a practice, and small-business owners weighing entity structure and succession. Many engagements are multi-generational, planning for both the primary earners and their adult children.

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Updated: 2026-06-03T20:00:00.000Z

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