DISCLOSURES
Firm Brochure (Form ADV Part 2)
The AFP firm brochure, also known as Form ADV Part 2, provides information about the qualifications and business practices of Agile Financial Planning, LLC, a California registered investment adviser (RIA). You may access and print the document by downloading the file below or going to SEC's Investment Adviser Public Disclosure (IAPD) website.
FORM ADV PART 2 DOCUMENT
FORM ADV PART 2 DOCUMENT
| afp_form_adv_part_2a.pdf |
Privacy Policy
Agile Financial Planning, LLC collects nonpublic personal information in the course of providing financial planning and asset management services to clients. AFP is also committed to safeguarding the confidential information of all current, former, and potential clients. The firm does not sell clients’ personal information to anyone and discloses such information only under very limited circumstances. A more detailed description of the firm's privacy practices is included in this privacy policy document.
PRIVACY POLICY DOCUMENT
PRIVACY POLICY DOCUMENT
| afp_privacy_policy.pdf |
