RETIRE AGILE

Legal name: ALIGN FINANCIAL, LLC

CRD 309238File 801-132137

APPROVED

Retail clients

Custody

Filing as of Sep 23, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$433.7M

Below cohort median (national)

Discretionary AUM

$433.7M

Clients

188

753 accounts

Employees

Below cohort median in MN

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Mar 10, 2025
Principal office: 4960 MILLER TRUNK HWY, #600, HERMANTOWN, MN, 55811
Phone: 218-336-2506
Website: https://www.agileretirementmanagement.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $433.7M
Discretionary AUM: $433.7M
Non-discretionary AUM: $0
Discretionary accounts: 753
Non-discretionary accounts: 0
Total accounts: 753
AUM per client: $2.3M

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	105	$374.0M
Individuals (other than high net worth individuals)	83	$59.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Mar 1, 2026	Employees	3	5	increased by2
Mar 1, 2026	Clients	82	188	increased by106
Mar 1, 2026	AUM	$101,534,281	$433,731,160	increased by$332,196,879
Mar 1, 2026	Accounts	233	753	increased by520
May 1, 2025	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “RETIRE AGILE” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“RETIRE AGILE” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.