Agile Wealth LLC

Agile Wealth serves individual clients, high‑net‑worth individuals, and small businesses with a mix of financial planning and investment management services. Offerings include a one‑time comprehensive finAGILE™ Plan, an annual subscription‑based continuous planning service, a specialized Solo Plan for solopreneurs/freelancers/independent contractors, limited‑scope project consulting, college savings planning, and discretionary investment management.

The firm’s investment approach emphasizes goal‑based portfolio construction, periodic rebalancing, tax‑aware asset location, and a blend of low‑cost index ETFs and selected active funds, drawing on fundamental, technical, and cyclical analysis. For managed accounts the firm uses goal‑based models and automated portfolio servicing through the Betterment platform and also offers accounts via Altruist, with the ability to customize risk levels and account restrictions.

Noteworthy features relative to peers include the firm’s very small scale—managing under $1 million for a handful of clients—and a business model that places substantial emphasis on fee‑for‑service planning products (including a deliverable‑based one‑time plan and a recurring subscription service) and a tailored solopreneur offering; the firm may waive part of the plan fee when clients enroll in continuous planning shortly after delivery. The principal also performs seasonal tax‑preparation work and the firm maintains an institutional relationship with Betterment that provides business services to the firm, facts clients may consider in evaluating service delivery and platform incentives.