AUTHENTIC FINANCIAL PLANNING

AUTHENTIC FINANCIAL PLANNING is an SEC-registered investment adviser (CRD 153032). Regulatory assets under management: $2.8M.

Registration

• CRD: 153032
• Type: Registered investment adviser
• Phone: 623-349-1900
• Latest filing: 2026-07-01
• Regulatory AUM: $2.8M
• Discretionary AUM: $2.8M
• Clients: 1
• Accounts: 18

Business model

Compensation: % of AUM, Fixed, Subscription.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 153032 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search