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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-01-2021
- Office Locations
- 4
Office Locations
About Retire Agile
Align Financial is an independent wealth management and financial planning firm serving individuals and families through major life transitions such as divorce, retirement, loss, and marriage. The team emphasizes values- and priorities-based planning and coordinates with a network of CPAs, attorneys, and other specialists to support clients’ broader needs. Founder Tanya Nichols previously chaired the CFP Board’s Council on Examinations. Custody relationships include Schwab and Fidelity/NFS.
Reported data analysis
What the numbers show
Between December 17, 2025 and July 30, 2026, reported AUM increased 327.2%, from $101.5M to $433.7M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 5 advisory representatives and 188 clients, or 37.6 clients per representative. That equates to $2.3M in reported AUM per client.
The profile lists 4 reported office locations and 5 years in operation. The source data was last updated on July 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Platform
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Owner & Executives
TANYA LYNN NICHOLS
Chief Compliance Officer, Managing Member, President
- CRD
- #4005676
- Ownership
- 25% but less than 50%
ROGER PATRICK WHITNEY
Managing Member
- CRD
- #2159694
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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TROY FREDRICK KATTERHEINRICH
Retirement Planner
- CRD
- #6992661
Scott Edward Sanborn
Lead Flat Fee Planner
- CRD
- #7566381
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $433,731,160 | $576,004 |
| Non-Discretionary | $0 | -- |
| Total | $433,731,160 | $576,004 |
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Separately Managed Accounts
SMA allocation detail is available
Retire Agile has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.