Authentic Financial Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 1, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$400⁠-⁠$15,000

“Financial planning services are offered via a fixed fee engagement ranging from $400 - $15,000, based on the complexity of the needs of the client.”

Monthly fee

$75/mo

“Since the AFP AUM is under the Asset Threshold of $90,000, the Client will pay an initial onboarding fee and an ongoing Monthly Fee of $75 a month.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Authentic Financial Planning bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees may be negotiable in certain cases, including waiving or lowering the Threshold or initial onboarding fee.”
• “The monthly fee starts the 1st day of the month immediately following the contract effective date, and it is paid in arrears.”
• “Fees for this service may be paid by electronic funds transfer (EFT) or credit card.”

How Authentic Financial Planning’s fees compare

• Its flat or project fee of $400-$15,000 spans the Arizona median of $3,100. 80% of the 164 other Arizona planners that publish a flat or project fee charge less.
• 3 of the 6 other planners in Peoria that publish a flat or project fee charge less.

About Authentic Financial Planning

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2010 (16 years).

Planning areas mentioned in the brochure

• Tax planning

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, subscription fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2.1% a year

Clients

18

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, and educational seminars and workshops

Assets managed

$2,838,540

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

153032

Phone

(623) 349-1900

Other planners in Peoria that publish fees

• 21:5 Advisors, LLCPeoria$500/hr
• Clarus Wealth Advisors, LLCPeoria$250/hr, $250⁠-⁠$50,000
• Clearview Private WealthPeoria$250/hr
• Coherent Financial Advisers, LLCPeoria$150⁠-⁠$250/hr, $500⁠-⁠$50,000
• Emro Asset Management, LLCPeoria$300/hr
• Investedge PlanningPeoria$350/hr, $20,000

Compare all 11 planners in Peoria