Agile Financial Planning helps individuals, families, and small business owners make informed financial decisions. They offer both comprehensive and modular financial planning covering investments, risk management, retirement, education, tax, and estate planning. Agile Financial Planning also provides asset management services, including investment plan development, asset allocation, and monitoring investment performance.
Assets Under Management$11M
Clients30
Advisors1
Avg. per Client$370K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.80% |
| $250K - $500K | 0.75% |
| $500K - $1.0M | 0.70% |
| $1M+ | 0.65% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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