Agile Wealth LLC fees
Financial planner in Littleton, Colorado. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, Agile Wealth LLC (Littleton, CO) charges $285 an hour and a monthly fee of $249-$2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change.
- Hourly rate
- $285/hr
“The rate for project-based or limited scope engagements is $285 per hour and is negotiable.”
- Monthly fee
- $249-
$2,500/mo “Between $249-$2,500/month For Couples/Families…”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
How Agile Wealth LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “If the agreement is terminated prior to completion and delivery of the financial plan, Agile Wealth will issue a prorata refund of any unearned prepaid advisory fees.”
- “For this service we charge an ongoing fixed fee that is payable monthly in arrears.”
- “If the agreement is terminated Agile Wealth will issue a pro-rata refund of any unearned prepaid advisory fees or invoiced/withdrawn for fees owed.”
How these fees compare
- Its hourly rate of $285 is below the Colorado median of $290. 49% of the 128 other planners in Colorado that publish an hourly rate charge less.
- 2 of the 5 other planners in Littleton that publish an hourly rate charge less.
About Agile Wealth LLC
- Principal: Paul Monax
- Solo practice: Form ADV reports one employee.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2021 (5 years).
Planning areas mentioned in the brochure
- Tax planning
- College planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, monthly planning fees, and a percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 5
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $965,928
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 30, 2026
- CRD number
- 314967 (opens in new tab)
- Phone
- (303) 909-6256
Other planners in Littleton that publish fees
- Lampe Financial Group LLCLittleton$350/hr, $500-$10,000
- FTN Capital ManagementLittleton$350/hr
- O'Rourke FinancialLittleton$150-$200/hr, $600-$2,000
- Berenz Wealth Management, LLCLittleton$200/hr
- Be Your Best FinancialLittleton$320/hr, $3,800-$12,000
- Red Meadow Advisors, LLCLittleton$200/hr 2025 brochure
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.