# Tanya Nichols

> Tanya Nichols is a fee-only financial advisor at Retire Agile in Hermantown, Minnesota, who holds the CFP credential. Tanya 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/tanya-nichols/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Retire Agile
- **Based in:** Hermantown, Minnesota
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $433.7M across 753 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning
- **CRD:** 4005676 (https://adviserinfo.sec.gov/individual/summary/4005676)
- **SEC registration:** Investment adviser representative in MN, TX
- **Exams passed:** Series 63 (2003), Series 66 (2006)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://www.align.financial/

## Frequently asked questions

### Is Tanya Nichols a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Tanya 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 Tanya charge for financial advice?

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

### Where is Tanya Nichols based?

Tanya Nichols is based in Hermantown, Minnesota.

### What does Tanya specialize in?

Tanya's specialties include retirement planning.

### What credentials does Tanya Nichols hold?

Tanya Nichols holds the CFP credential.

### Is Tanya Nichols registered with the SEC?

Yes. Tanya Nichols is registered as an investment adviser representative in MN and TX (CRD 4005676), 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 Tanya Nichols?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4005676): 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.