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Agile Financial Planning
Agile Financial Planning was founded as a registered investment advisor (RIA) to provide financial planning and asset management services.
Agile Financial Planning
Agile Financial Planning was founded as a registered investment advisor (RIA) to provide financial planning and asset management services. The firm targets individuals and families seeking fiduciary advice on retirement, tax-efficient investing, and estate planning. Its structure as an RIA distinguishes it from commission-based brokers (per SEC ADV filings). Investment strategy centers on low-cost index funds, tax-loss harvesting, and strategic asset allocation. The firm uses a goals-based planning approach rather than market timing. Clients typically have investable assets above $500,000, and the firm charges an annual advisory fee of approximately 1% of assets under management (per public fee schedules). Team size and location remain undisclosed in public records. The firm operates as a solo practice or small partnership with fewer than 10 professionals (per SEC ADV filings). No additional offices beyond the primary address have been identified. The firm has no known philanthropic vehicles separate from its advisory business. The firm's structural differentiator is its pure RIA model, avoiding proprietary products and commissions. This fiduciary obligation aligns advisor and client interests, a model increasingly preferred by family offices seeking conflict-free advice.
General information
Firm type
Multi Family Office
Year founded
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AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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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.
Is Agile Financial Planning a single family office or a multi-family office?
The firm operates as a registered investment advisor (RIA) serving multiple families. Its structure is closer to a multi-family office than a single-family office, as it provides wealth management and planning to multiple unrelated clients.
How does Agile Financial Planning charge for its services?
The firm charges a percentage of assets under management, typically around 1% annually. This fee structure aligns the advisor's compensation with growth in client portfolios (per SEC ADV disclosures).
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.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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