Emily Agosto
Propel Financial Advisors · Chicago, Illinois
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.
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Facts
| Firm | Propel Financial Advisors |
|---|---|
| Based in | Chicago, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $53.1M across 339 accounts |
| SEC registration | Investment adviser representative in IL, NY · CRD 5996658 |
| Exams passed | Series 65 (2012) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | connectingthedollars.podbean.com |
| Profile |
How Emily's firm compares
- Propel Financial Advisors's average account is about $157,000, from its Form ADV (assets managed divided by 339 accounts).
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Questions about Emily
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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