Firm
Agile Financial Planning
San Francisco, California
Fee-only
Agile Financial Planning at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 30 individual clients, 7 of them high net worth.
- Its average account is about $163,000 (assets it manages divided by its 82 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | San Francisco, California |
|---|---|
| Website | agilefp.com |
| Phone | (415) 355-4237 |
Agile Financial Planning fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $500 |
|---|---|
| Asset-based fee | 0.8% a year on the first tier of assets |
| Account minimum | None |
| How it charges | Percentage of assets · Flat fee · One-time plans or projects |
In the firm's words
"Fees for Modular Financial Planning (one planning topic) typically range from $500 to $1,500 ." source
"0.80% on accounts with assets above $0 up to $250,000" source
"There are no minimum asset requirements to be a client of AFP." source
"Fees for Modular Financial Planning (one planning topic) typically range from $500 to $1,500 ." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $13 million |
| Individual clients | 23 |
| High-net-worth clients | 7 |
| Accounts managed | 82 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 23, 2026 |
| SEC record | CRD 148547 |