# Emily Agosto

> Emily Agosto is a fee-only financial advisor at Propel Financial Advisors in Chicago, Illinois. Propel Financial Advisors reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/emily-agosto/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Propel Financial Advisors
- **Based in:** Chicago, Illinois
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $53.1M across 339 accounts
- **CRD:** 5996658 (https://adviserinfo.sec.gov/individual/summary/5996658)
- **SEC registration:** Investment adviser representative in IL, NY
- **Exams passed:** Series 65 (2012)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://connectingthedollars.podbean.com/

## Frequently asked questions

### Is Emily Agosto a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Emily holds no broker registration, and Propel Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Emily charge for financial advice?

Emily's firm, Propel Financial Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Emily Agosto based?

Emily Agosto is based in Chicago, Illinois.

### Is Emily Agosto registered with the SEC?

Yes. Emily Agosto is registered as an investment adviser representative in IL and NY (CRD 5996658), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Propel Financial Advisors manage?

Propel Financial Advisors reports $53.1M across 339 accounts in assets under management.

### How do I contact Emily Agosto?

Through Emily's website, connectingthedollars.podbean.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5996658): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.