Retire Agile
Firm details
- Headquarters
- Hermantown, Minnesota
- CRD number
- 309238
- Registered since
- March 10, 2025
- Website
- www.align.financial
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI86.22%
- Individuals13.78%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Retire Agile is an independent registered investment adviser organized as an LLC and registered with the SEC in 2025. The firm operates as a capital allocator for individual and family clients, offering fee models that include a percentage of assets under management and fixed fees. Its core advisory services are financial planning, portfolio management for individuals and small businesses, and the selection or oversight of other advisers. Retire Agile does not identify as an active ESG investor and is not listed as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds73%
- US Government Bonds12%
- Cash & Cash Equivalents10%
- Exchange Traded Equities5%
Contacts
3 of 4
Tanya Nichols
Founder and PresidentCRD 4005676
Roger Whitney
Financial PlannerCRD 2159694
Troy Katterheinrich
Retirement PlannerCRD 6992661
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Hermantown, MN
Saint Louis
Location
Hermantown, MN
Headquartered in Hermantown, MN, in the Midwest of the United States.
- Region
- Midwest
- County
- Saint Louis
- Address
- 4960 Miller Trunk Hwy
- Time zone
- CT (UTC-6)
- Office locations
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