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Credentials
Series 65
Experience Industry experience
4 years
Location
Mercer, WI
Retire Agile
Supported
Scott Sanborn is a financial advisor with Retire Agile and holds a Series 65 designation. He has four years of industry experience, including roles at Strategic Financial Concepts and Lone Star Analysis, as well as a 30-year career in the United States Military. He is based in Mercer, Wisconsin. Retire Agile, operating in some markets under Align Financial, provides comprehensive financial planning and discretionary investment management to individual and high-net-worth clients. The firm employs a blend of fundamental, technical, and cyclical analysis within a primarily long-term buy-and-hold strategy, incorporating AI-assisted tools reviewed by professionals, and offers additional educational resources through a podcast and membership program.
Based on Retire Agile
Based on Retire Agile
Flat fee retirement planning fees up to $20,000 for stand-alone services; annual review fees at 75% of initial flat fee
Account minimum: $17,500 annual advisory fee minimum for new clients Minimum fee: Annual minimum advisory fee of $17,500 for new clients Fee-only: Flat fees up to $20,000 for stand-alone financial planning services; financial planning included for no additional fee with comprehensive advisory services
Mercer, WI
Mercer WI
Advisors at this office
1
Florida · Texas · Wisconsin
4 years of industry experience
Align Financial, LLC
2025 - Present • 1 year
Hermantown, MN
Strategic Financial Concepts
2022 - 2025 • 3 years
San Antonio, TX
Lone Star Analysis
2018 - 2022 • 4 years
Addison, TX
Extended Post, Military Travel
2017 - 2017 • 1 year
Livingston, TX
United States Military
1987 - 2017 • 30 years
Carlisle, PA
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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