# Scott Sanborn

> Scott Sanborn is a fee-only financial advisor at Retire Agile in Mercer, Wisconsin. Scott focuses on retirement planning. Retire Agile reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/scott-sanborn/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Retire Agile
- **Based in:** Mercer, Wisconsin
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $433.7M across 753 accounts
- **Specialties:** Retirement planning
- **CRD:** 7566381 (https://adviserinfo.sec.gov/individual/summary/7566381)
- **SEC registration:** Investment adviser representative in FL, TX, WI
- **Exams passed:** Series 65 (2021)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://www.align.financial/

## Frequently asked questions

### Is Scott Sanborn a fee-only financial advisor?

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

### How does Scott charge for financial advice?

Scott's firm, Retire Agile, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Scott Sanborn based?

Scott Sanborn is based in Mercer, Wisconsin.

### What does Scott specialize in?

Scott's specialties include retirement planning.

### Is Scott Sanborn registered with the SEC?

Yes. Scott Sanborn is registered as an investment adviser representative in FL, TX and WI (CRD 7566381), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Retire Agile manage?

Retire Agile reports $433.7M across 753 accounts in assets under management.

### How do I contact Scott Sanborn?

Through Scott's website, www.align.financial.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7566381): 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
- The firm's website (https://www.retireagile.com/): specialties, clients served, and fees, checked October 30, 2026

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