Agile Financial Planning, LLC

Overview

Agile Financial Planning, LLC is a small, independent registered investment adviser operating as an LLC and owned by an individual. The firm focuses on financial planning and discretionary portfolio management for individuals and small businesses, billing clients through a mix of asset-based fees and fixed fees. Its stated investment preference is equities, and filings show the firm implements portfolios largely through exchange-traded equities rather than heavy use of pooled mutual funds or separate account mandates. Business activity is client-facing and advisory: comprehensive financial planning paired with ongoing portfolio management for a modest client base. The firm is not positioned as an institutional or pension consultant, it does not identify as an active ESG investor, and it does not report multi-state adviser status. Custody and execution are routed primarily through a single custodian relationship, which shapes how the firm constructs and maintains client accounts.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices