Agile Wealth Partners fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 9, 2026. Fees can change, so confirm with the firm before you hire them.

Monthly fee

$100⁠-⁠$4,000/mo

“We charge a fixed monthly fee ranging from $100 to $4,000 depending on the nature and complexity of your individual circumstances and number of areas covered in the plan.”

Annual fee

$1,200⁠-⁠$50,000/yr

“The fee can range between $1,200 and $50,000 per year depending on the complexity, amount of assets under management and client needs.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Agile Wealth Partners bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The agreed upon fee is charged at the beginning of the month, in advance.”
• “The fee is negotiable based on the size of the account.”
• “The initial month’s management fee will be prorated for the number of days the account was managed during the month.”

How Agile Wealth Partners’ fees compare

• Its annual fee of $1,200-$50,000 spans the Michigan median of $6,000. 86% of the 37 other Michigan planners that publish an annual fee charge less.
• 2 of the 2 other planners in Northville that publish an annual fee charge less.

About Agile Wealth Partners

• Firm size: 3 employees.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2019 (7 years).

Planning areas mentioned in the brochure

• Tax planning
• Estate planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.3% a year

Clients

40

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and other services

Assets managed

$32,050,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

302019

Website

agilewealthservices.com (opens in new tab)

Phone

(313) 443-0067

Other planners in Northville that publish fees

• Asset Architects, LLCNorthville$500⁠-⁠$2,000
• Full Bloom FinancialNorthville$4,000⁠-⁠$8,000/yr
• Olive Tree Asset ManagementNorthville$500⁠-⁠$1,500
• Pureretire LLCNorthville$210/hr
• Stonebrook Private LLCNorthville$7,500/yr

Compare all 11 planners in Northville