Retire Agile

RIASEC RegisteredEst. 2025

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 is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm is SEC-registered (registration noted in 2025) and focuses on serving individual and family clients. Its core offerings include comprehensive financial planning, discretionary portfolio management for individuals and small businesses, and the selection and oversight of outside advisers and managers. The firm charges clients via a mix of asset-based fees and fixed-fee arrangements. Retire Agile identifies itself as a capital allocator, meaning it incorporates third-party managers into client portfolios rather than relying solely on in-house strategies. It does not position itself as an active ESG investor.