# Troy Katterheinrich

> Troy Katterheinrich is a fee-only financial advisor at Retire Agile in Palm Beach Gardens, Florida, who holds the CFP credential. Troy 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/troy-katterheinrich/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Retire Agile
- **Based in:** Palm Beach Gardens, Florida
- **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:** 6992661 (https://adviserinfo.sec.gov/individual/summary/6992661)
- **SEC registration:** Investment adviser representative in FL, TX
- **Exams passed:** Series 66 (2020)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://www.align.financial/

## Frequently asked questions

### Is Troy Katterheinrich a fee-only financial advisor?

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

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

### Where is Troy Katterheinrich based?

Troy Katterheinrich is based in Palm Beach Gardens, Florida.

### What does Troy specialize in?

Troy's specialties include retirement planning.

### What credentials does Troy Katterheinrich hold?

Troy Katterheinrich holds the CFP credential.

### Is Troy Katterheinrich registered with the SEC?

Yes. Troy Katterheinrich is registered as an investment adviser representative in FL and TX (CRD 6992661), 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 Troy Katterheinrich?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6992661): 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.