Firm
Authentic Life Financial Planning
Minneapolis, Minnesota
Fee-only
Authentic Life Financial Planning at a glance
- One of 180 fee-only firms based in Minnesota in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee.
- Its average account is about $42,000 (assets it manages divided by its 22 accounts).
- Its ongoing planning fee starts at $1,200 a year, below the Minnesota median of $2,100.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Minnesota · What fee-only advisors charge in Minnesota
Facts
| Based in | Minneapolis, Minnesota |
|---|---|
| Website | authenticlifefp.com |
| [email protected] | |
| Phone | (743) 810-2922 |
Authentic Life Financial Planning fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $1,200 a year |
|---|---|
| One-time plan | From $1,200 |
| Asset-based fee | 0.6% a year on the first tier of assets |
| How it charges | One-time plans or projects · Ongoing planning fee · Percentage of assets |
In the firm's words
"$1,200 to $8,000" source
"Cost: $100-$800/month" source
"0.6% up to $1,000,000" source
"The Initial Financial Life Plan is a one-time service" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $1 million |
| Accounts managed | 22 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | September 23, 2026 |
| SEC record | CRD 333946 |