AGILE FINANCIAL PLANNING, LLC

AGILE FINANCIAL PLANNING, LLC is an SEC-registered investment adviser (CRD 148547). Regulatory assets under management: $13.4M.

Registration

• CRD: 148547
• Type: Registered investment adviser
• Phone: 415-355-4237
• Latest filing: 2026-03-23
• Regulatory AUM: $13.4M
• Discretionary AUM: $13.4M
• Clients: 1
• Accounts: 82

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 148547 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search