Tanya Nichols
Retire Agile · Hermantown, Minnesota
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.
Request an introduction to Tanya →
Specialties
Facts
| Firm | Retire Agile |
|---|---|
| Based in | Hermantown, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $433.7M across 753 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MN, TX · CRD 4005676 |
| Exams passed | Series 63 (2003) · Series 66 (2006) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.align.financial |
| Profile |
How Tanya's firm compares
- Retire Agile's average account is about $576,000, from its Form ADV (assets managed divided by 753 accounts).
Request an introduction to Tanya
Tell Tanya a little about what you're looking for. Tanya isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Tanya
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.
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.
See something wrong? Request a correction. Read our methodology.