Troy Katterheinrich
Retire Agile · Palm Beach Gardens, Florida
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.
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Specialties
Facts
| Firm | Retire Agile |
|---|---|
| Based in | Palm Beach Gardens, Florida |
| 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 FL, TX · CRD 6992661 |
| Exams passed | Series 66 (2020) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.align.financial |
How Troy'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 Troy
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.
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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