Scott Sanborn
Retire Agile · Mercer, Wisconsin
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.
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Specialties
Facts
| Firm | Retire Agile |
|---|---|
| Based in | Mercer, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $433.7M across 753 accounts |
| SEC registration | Investment adviser representative in FL, TX, WI · CRD 7566381 |
| Exams passed | Series 65 (2021) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.align.financial |
How Scott's firm compares
- Retire Agile's average account is about $576,000, from its Form ADV (assets managed divided by 753 accounts).
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Questions about Scott
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.
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
- Retire Agile 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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