Firm
Retire Agile
Hermantown, Minnesota
Fee-only
Retire Agile at a glance
- One of 180 fee-only firms based in Minnesota in the Wellspent graph.
- 4 advisors are listed here; 3 of 4 hold the CFP.
- Its Form ADV reports 5 employees and 188 individual clients, 105 of them high net worth.
- Its average account is about $576,000 (assets it manages divided by its 753 accounts).
Fee-only advisors in Minnesota · What fee-only advisors charge in Minnesota
Facts
| Based in | Hermantown, Minnesota |
|---|---|
| Website | align.financial |
| Phone | (218) 336-2506 |
Retire Agile fees
Retire Agile doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 | $434 million |
| Individual clients | 83 |
| High-net-worth clients | 105 |
| Accounts managed | 753 |
| Employees | 5 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-132137) |
| Financial planning | Offered |
| Form ADV filed | September 23, 2026 |
| SEC record | CRD 309238 |