Agile Financial Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Agile Financial Planning serves individuals, families, and small-business owners with goal-based financial planning and discretionary asset management. The firm offers both modular and comprehensive planning across investments, retirement, education, tax, estate, and risk-management topics and implements portfolios on clients’ behalf.
The firm’s investment approach emphasizes matching time horizon and risk tolerance to an appropriately diversified portfolio, using low-cost ETFs and allocations across U.S. and non-U.S equities, bonds, and occasional real assets. Operationally, clients are required to custody assets at a single designated custodian (Altruist), AFP does not aggregate or block trades on that platform, and the custodian provides limited reimbursements for planning/CRM software—an arrangement the brochure identifies as a potential source of incentive.
AFP operates as a solo adviser with roughly 30 clients and about $13.4 million in assets, offering discretionary management without a stated asset minimum and project-based planning engagements. Compared with many peers, its mandatory use of one custodian, the absence of trade aggregation on that platform, and the custodian reimbursement program are notable operational features that affect trade execution, reporting, and potential conflicts of interest.
Client services
Expertise
Occupation focus
Fee options
$0 - $250,000: 0.80% annually $250,000 - $500,000: 0.75% annually $500,000 - $1,000,000: 0.70% annually $1,000,000+: 0.65% annually
Fee-only: Financial planning fees range from $500 to $3,000 depending on service type and complexity; modular planning typically $500–$1,500; comprehensive planning typically $750–$3,000.
Main office
San Francisco CA
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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