Paul Monax is a CFP-designated registered investment advisor at Agile Wealth LLC, based in Littleton, CO, with 10 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 5 clients with $910K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.50% |
| $3M+ | 0.30% |
These fees apply to non-Betterment accounts. For Betterment accounts, the total annual fee is 0.75% plus ETF fees (typically under 0.10%/year). Financial Planning monthly subscription service will be included in the Investment Management fee and thus waived for Clients that maintain an aggregate Assets Under Management of greater than $2.5M. Fees are negotiable.
Fee Estimator
Contact
Paul Monax
Location
Littleton, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Agile Wealth LLC
Previous Registrations
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Is the unpredictable nature of irregular income causing you stress?Do you feel like you can't plan 3-6 months into the future let alone decades for retirement?Wouldn’t it be nice to eliminate the uncertainty and unpredictability of irregular income and replace it with the certainty of a steady paycheck you could count on?