A complete list of active advisors currently associated with Agile Financial Planning, LLC

Warmer can help you find a great advisor at Agile Financial Planning, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Agile Financial Planning, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.