# Adlai McMahon

> Adlai McMahon is a fee-only financial advisor at Cimarron Wealth Management in Gunnison, Colorado. Cimarron Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/adlai-mcmahon/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Cimarron Wealth Management
- **Based in:** Gunnison, Colorado
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $327.3M across 574 accounts
- **CRD:** 3193261 (https://adviserinfo.sec.gov/individual/summary/3193261)
- **SEC registration:** Investment adviser representative in CO
- **Exams passed:** Series 63 (2017), Series 65 (2025)
- **Firm size:** 14 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.wealthwithapurpose.com

## Frequently asked questions

### Is Adlai McMahon a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Adlai holds no broker registration, and Cimarron Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Adlai charge for financial advice?

Adlai's firm, Cimarron Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Adlai McMahon based?

Adlai McMahon is based in Gunnison, Colorado.

### Is Adlai McMahon registered with the SEC?

Yes. Adlai McMahon is registered as an investment adviser representative in CO (CRD 3193261), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Cimarron Wealth Management manage?

Cimarron Wealth Management reports $327.3M across 574 accounts in assets under management.

### How do I contact Adlai McMahon?

Through Adlai's website, www.wealthwithapurpose.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3193261): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.