Michael Pablo
Agile Financial Planning · San Francisco, California
Michael Pablo is a fee-only financial advisor at Agile Financial Planning in San Francisco, California, who holds the CFP credential. Michael charges a percentage of assets, a flat fee or retainer and a one-time planning fee (one-time plans from $500 and 0.8% a year on the first tier of assets managed) and focuses on flat-fee planning.
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Specialties
Facts
| Firm | Agile Financial Planning |
|---|---|
| Based in | San Francisco, California |
| Fee model | Percentage of assets · Flat fee or retainer · One-time planning fee |
| Fees (firm's website) | One-time plans from $500 · 0.8% a year on the first tier of assets managed · No asset minimum |
| Assets under management | $13.4M across 82 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 5616365 |
| Exams passed | Series 65 (2008) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | agilefp.com |
| Profile |
How Michael's firm compares
- A one-time plan starts at $500, below the California median of $2,500 for fee-only firms that publish prices.
- Agile Financial Planning's average account is about $163,000, from its Form ADV (assets managed divided by 82 accounts).
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Questions about Michael
Is Michael Pablo a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Agile Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael charges a percentage of assets, a flat fee or retainer and a one-time planning fee.
How much does Michael charge?
According to Agile Financial Planning's website, checked October 30, 2026: one-time plans from $500; 0.8% a year on the first tier of assets managed; no asset minimum.
Where is Michael Pablo based?
Michael Pablo is based in San Francisco, California.
What does Michael specialize in?
Michael's specialties include flat-fee planning.
What credentials does Michael Pablo hold?
Michael Pablo holds the CFP credential.
Is Michael Pablo registered with the SEC?
Yes. Michael Pablo is registered as an investment adviser representative in CA (CRD 5616365), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Agile Financial Planning manage?
Agile Financial Planning reports $13.4M across 82 accounts in assets under management.
How do I contact Michael Pablo?
Through Michael's website, agilefp.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
- Agile Financial Planning website : specialties, clients served, and fees, checked October 30, 2026
- 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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