# Trevor Ausen

> Trevor Ausen is a fee-only financial advisor at Authentic Life Financial Planning in Minneapolis, Minnesota, who holds the CFP and RICP credentials. Trevor charges a one-time planning fee, an ongoing planning fee and a percentage of assets (ongoing planning from $1,200 a year and one-time plans from $1,200) and focuses on equity compensation, tax planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/trevor-ausen/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Authentic Life Financial Planning
- **Based in:** Minneapolis, Minnesota
- **Fee model:** One-time planning fee; Ongoing planning fee; Percentage of assets
- **Fees (firm's website):** ongoing planning from $1,200 a year; one-time plans from $1,200; 0.6% a year on the first tier of assets managed
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $922K across 22 accounts
- **Credentials:** CFP, RICP
- **Specialties:** Equity compensation, Tax planning, Estate & legacy planning
- **Works with:** Tech employees, Executives
- **CRD:** 6604929 (https://adviserinfo.sec.gov/individual/summary/6604929)
- **SEC registration:** Investment adviser representative in MN, TX
- **Exams passed:** Series 66 (2017)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://authenticlifefp.com

## Frequently asked questions

### Is Trevor Ausen a fee-only financial advisor?

Yes. Trevor Ausen is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Trevor's firm.

### How does Trevor charge for financial advice?

Trevor charges a one-time planning fee, an ongoing planning fee and a percentage of assets.

### How much does Trevor charge?

According to Authentic Life Financial Planning's website, checked October 28, 2026: ongoing planning from $1,200 a year; one-time plans from $1,200; 0.6% a year on the first tier of assets managed.

### Does Trevor work with clients virtually?

Yes. Authentic Life Financial Planning says on its website that it works with clients remotely.

### Where is Trevor Ausen based?

Trevor Ausen is based in Minneapolis, Minnesota.

### What does Trevor specialize in?

Trevor's specialties include equity compensation, tax planning and estate & legacy planning. Trevor works with tech employees and executives.

### What credentials does Trevor Ausen hold?

Trevor Ausen holds the CFP and RICP credentials.

### Is Trevor Ausen registered with the SEC?

Yes. Trevor Ausen is registered as an investment adviser representative in MN and TX (CRD 6604929), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Authentic Life Financial Planning manage?

Authentic Life Financial Planning reports $922K across 22 accounts in assets under management.

### How do I contact Trevor Ausen?

Through Trevor's website, authenticlifefp.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/trevor-ausen-24826): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.authenticlifefp.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.