# RETIRE AGILE

RETIRE AGILE is an other.

## Overview

- **Organization type:** other
- **Assets under management:** Undisclosed
- **Website:** https://retireagile.com

## Regulatory record

- **CRD number:** 309238
- **SEC file number:** 801-132137
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/309238

## About

Retire Agile provides retirement planning for people ready to create the retirement they want. They focus on shifting from wealth accumulation to living well in retirement, covering withdrawal strategies, sequence of returns, tax brackets, and Social Security timing. Retirement is all they do, and they plan for the life clients want to live with fewer regrets.

## People

- Tanya Nichols — CFP®
- Roger Whitney — CFP®
- Natalia Benson
- LauraLee Raukar — FPQP®
- Troy Katterheinrich — CFP®
- Scott Sanborn — CFP®

## Questions

### Who runs investment decisions at Retire Agile?

No named executives or investment decision-makers have been identified in public records. The firm has no known LinkedIn presence, website, or media coverage that discloses leadership. Without a named principal, allocators cannot assess decision-making governance.

### What sectors or asset classes does Retire Agile target?

No sector preferences, asset-class allocations, or investment strategies have been reported. The firm lacks any public investment track record or portfolio disclosure.

## Related profiles

- [Anomaly Capital Management, LP](https://altss.com/profile/anomaly-capital-management-lp)
- [Vermillion Private Wealth](https://altss.com/profile/vermillion-private-wealth)

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Last updated: 2026-08-11T15:07:57.118Z

Canonical page: https://altss.com/profile/retire-agile

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