Emily Agosto is a registered investment advisor at Propel Financial Advisors, LLC, based in Chicago, IL, with 14 years of industry experience. Emily operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 111 clients with $39M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
This firm manages your investments for a fee based on a percentage of the value of your portfolio. The specific percentage is not listed in this document.
Location
Chicago, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Emily is the owner of DW Agosto Tax Planning LLC, a tax planning and accounting business, since 2016. She dedicates about 20% of her time to this activity, including time during securities trading hours.
Employment History
Current Registrations
Propel Financial Advisors, LLC
Previous Registrations
Mitchell Vaught & Taylor INC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.