Agile Wealth, LLC provides comprehensive financial planning, ongoing subscription planning, project-based financial consulting, and investment management services. Founded in 2021 and owned by Certified Financial Planner Paul Monax, Agile Wealth serves individuals, high-net-worth clients, and small business owners. The firm offers distinct financial planning packages, including comprehensive one-time plans for individuals and solopreneurs, as well as ongoing subscription planning that covers budgeting, debt reviews, tax strategies, and retirement planning across each calendar quarter. For investment management, Agile Wealth utilizes digital platforms like Betterment and custodial platforms like Altruist to build diversified portfolios using low-cost exchange-traded funds and mutual funds. Clients with more than $2.5 million in managed assets receive ongoing financial planning services at no additional charge. Agile Wealth operates as a fiduciary, legally required to act in your best interest.
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% |
Rates apply to non-Betterment accounts using tiered breakpoints. Betterment platform accounts are charged a flat 0.75% total annual fee (0.60% advisor fee plus 0.15% platform fee). Fees are negotiable.
