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Agile Financial Planning
Agile Financial Planning, LLC is a state-registered investment adviser with $13 million in regulatory assets under management. The firm has 1 employee and 1...
Overview
Agile Financial Planning, LLC is a state-registered investment adviser with $13 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.
General information
Firm type
Multi Family Office
Sector focus
Frequently asked questions
Who runs investment decisions at Agile Financial Planning?
The firm is structured as an RIA with one or more registered investment adviser representatives. The specific lead advisor is not publicly named. Investment decisions follow a fiduciary standard, prioritizing client goals.
What investment stages does Agiled Financial Planning typically target?
The firm focuses on public market liquid investments—equities, bonds, and ETFs—rather than venture capital or private equity. It does not engage in direct startup or real estate deal underwriting.
Which sectors does Agile Financial Planning explicitly avoid?
The firm avoids proprietary or commission-based products. It does not invest in individually managed accounts or alternative assets like hedge funds or private credit, according to its ADV disclosures.
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