Agile Wealth Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Agile Wealth Partners serves individual and high-net-worth clients, as well as corporations and pension or profit-sharing plans, managing about $32 million across roughly 40 client relationships. The firm provides discretionary portfolio management alongside comprehensive and ongoing financial planning, estate-planning support, and business consulting for family or closely held companies.
Investment management uses a tactical asset-allocation approach that combines fundamental and technical analysis, with discretionary authority to rebalance portfolios as needed and weekly internal reviews of holdings. Financial planning clients receive tailored written plans with ongoing monitoring and monthly contacts for updates, and the firm attempts at least annual client reviews.
A distinguishing feature is that an owner is a licensed insurance professional who does not actively sell insurance to clients, an affiliation the firm discloses and manages through its policies. The firm is relatively small by client count and offers both percentage-of-assets and negotiable flat annual fee arrangements, along with direct business-consulting services for owner-managed firms.
Client services
Expertise
Occupation focus
Fee options
Flat annual fee ranging from $1,200 to $50,000 for investment management and financial planning services; estate planning fees from $500 to $6,000
$0 - $500,000: Up to 1.30% $500,001 - $1,000,000: Up to 1.20% $1,000,001 - $2,000,000: Up to 1.10% $2,000,001 - $4,000,000: Up to 1.00% $4,000,001+: Up to 0.85%
$100 to $4,000 monthly fixed fee for financial planning services based on complexity; estate planning fees range from $500 to $6,000
Account minimum: $100,000
Main office
114 Rayson St., Suite #2 C
Northville MI 48167
Advisors at this office
3
Most active in
Michigan
Also doing business as
Agile Wealth LLC · Agile Wealth Partners
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
Quick links
Advisors at this firm
Jonathan T
Series 66
Northville, MI
Agile Wealth Partners
Jonathan Thomason is a financial advisor at Agile Wealth Partners with 12 years of industry experience. He holds the Series 66 designation and previously worked at TD Ameritrade Investment Management and Scottrade. Agile Wealth Partners serves individuals, families, closely held businesses, and pension or profit-sharing plans, managing approximately $26 million in client assets. The firm offers comprehensive financial planning, discretionary investment management, and business consulting, using a tactical asset allocation approach combined with fundamental and technical analysis.
Taylor E
Series 65
Northville, MI
Agile Wealth Partners
Taylor Eagle is a financial advisor at Agile Wealth Partners with three years of industry experience. He holds a Series 65 designation and previously worked at Mitovation, Inc. and Innovative Biotherapies. Agile Wealth Partners serves individuals, families, closely held businesses, and pension or profit-sharing plans, managing approximately $26 million in client assets. The firm uses proprietary model allocations and a tactical asset allocation approach, integrating financial planning with discretionary investment management and business consulting services.
John O
Series 63, Series 65
Northville, MI
Agile Wealth Partners
John Oliver is a financial advisor with Agile Wealth Partners in Northville, MI, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at Executive Wealth Management and LPL Financial. Outside of his advisory work, he is an independent insurance agent selling fixed annuities and life insurance, and he owns a marketing and consulting services business. Agile Wealth Partners provides comprehensive financial planning and discretionary investment management to individuals, families, closely held businesses, and pension or profit-sharing plans. The firm employs a tactical asset allocation strategy using proprietary model portfolios and integrates financial planning with ongoing investment management and estate planning support.
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