Retire Agile

RIASEC Registered

Total AUM

$434M

Discretionary

$434M

100% of AUM

Avg account

$576K

Accounts

753

Employees

Advisory reps

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

FINTRX

Overview

Retire Agile LLC is an independent registered investment adviser that serves individual and family clients with financial planning and portfolio management for individuals and small businesses. The firm also offers selection-of-other-advisers services and describes itself as a capital allocator, indicating it places client capital with third-party managers in addition to managing in-house sleeves. Its fee model combines a percentage-of-AUM charge with the option for fixed fees. Retire Agile does not report itself as an active ESG investor and is not identified as a pension consultant or related adviser. The firm’s SEC registration is listed as 2025.