$13.4M Total AUM
$13.4M Disc. AUM
-- 3Y CAGR
1 Employees
30 ADV. Clients
17 yrs Firm Age
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-14-2009
- Office Locations
- 1
Office Locations
-- SAN Francisco CA
About Agile Financial Planning, LLC
Agile Financial Planning is a California-based, fee-only RIA providing fiduciary financial planning and discretionary asset management for individuals navigating major life transitions. The firm focuses on goal clarification, organizing complex financial situations, and risk-aware decision frameworks, with portfolios implemented primarily using ETFs; it reports custody relationships including Altruist.
Team overview
47 AVG AGE
$13.4M AVG AUM / ADVISOR
$446.7K AVG AUM / CLIENT
17.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
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Client Personas
Available
Investment Themes
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Investment Vehicles
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Services
Available
Technology
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Owner & Executives
MICHAEL VIDALLON PABLO
Principal
- CRD
- #5616365
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,400,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,400,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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