Agile Financial Planning, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$13,400,000
Total clients
30
23% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
30
Average account size
$446,667
About
Agile Financial Planning serves individuals, families, and small-business owners with goal-based financial planning and discretionary asset management. The firm offers both modular and comprehensive planning across investments, retirement, education, tax, estate, and risk-management topics and implements portfolios on clients’ behalf.
The firm’s investment approach emphasizes matching time horizon and risk tolerance to an appropriately diversified portfolio, using low-cost ETFs and allocations across U.S. and non-U.S equities, bonds, and occasional real assets. Operationally, clients are required to custody assets at a single designated custodian (Altruist), AFP does not aggregate or block trades on that platform, and the custodian provides limited reimbursements for planning/CRM software—an arrangement the brochure identifies as a potential source of incentive.
AFP operates as a solo adviser with roughly 30 clients and about $13.4 million in assets, offering discretionary management without a stated asset minimum and project-based planning engagements. Compared with many peers, its mandatory use of one custodian, the absence of trade aggregation on that platform, and the custodian reimbursement program are notable operational features that affect trade execution, reporting, and potential conflicts of interest.
Client services
Financial planning
Portfolio management
Expertise
College savings (529s, UTMA, etc.)
General retirement planning
General tax planning
Wealth management
Real estate investing
Occupation focus
Founder/Business Owner
Fee options
$0 - $250,000: 0.80% annually $250,000 - $500,000: 0.75% annually $500,000 - $1,000,000: 0.70% annually $1,000,000+: 0.65% annually
Fee-only: Financial planning fees range from $500 to $3,000 depending on service type and complexity; modular planning typically $500–$1,500; comprehensive planning typically $750–$3,000.
Main office location
Agile Financial Planning, LLC
Walnut Creek CA, United States
Number of offices
1
Most active in
Agile Financial Planning, LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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