Retire Agile fees
Financial planner in Hermantown, Minnesota. Registered with the SEC.
According to its Form ADV Part 2A brochure dated September 23, 2026, Retire Agile (Hermantown, MN) charges a flat or project fee of up to $20,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 23, 2026. Fees can change.
- Flat or project fee
- Up to $20,000
Can go up to $20,000; the Minnesota median is $5,250.
“Stand-alone financial planning fees are fixed and will not exceed $20,000.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 5 employees
How Retire Agile bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Flat or fixed annual fees, billed according to the schedule outlined in the client’s advisory agreement.”
- “Annual review fees are due in full in advance.”
- “Financial Planning fees will be invoiced and paid via ACH payments using a third-party nonaffiliated service.”
About Retire Agile
- Founded: 2017 (9 years).
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees and a percentage of assets under management
- Clients
- 188
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $434 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of September 23, 2026
- CRD number
- 309238 (opens in new tab)
- Phone
- (218) 336-2506
Registered or notice filed in 15 states: California, Colorado, Florida, Georgia, Massachusetts, Minnesota, Nebraska, New York, North Carolina, Ohio, Oregon, Texas, Virginia, Washington, Wisconsin
More planners in Minnesota that publish fees
- Blum Capital Management, LLCBrainerdHourly $250/hr, Annual $2,500-$25,000/yr
- Wealth TransitionsForest LakeHourly $400/hr
- Calibration FinancialMilacaHourly $150-$300/hr, Flat $3,000-$6,000
- Guide Financial PlanningShoreviewHourly $250/hr, Flat $1,800-$4,500
- Efficient Market Investments, LLCApple ValleyHourly $290/hr, Annual $4,200/yr
- Naylor Asset Management, LLCBloomingtonHourly up to $550/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.