Paul Monax
Agile Wealth · Littleton, Colorado
Paul Monax is a fee-only financial advisor at Agile Wealth in Littleton, Colorado, who holds the CFP credential. Agile Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Agile Wealth |
|---|---|
| Based in | Littleton, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $966K across 6 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO, TX · CRD 6448852 |
| Exams passed | Series 63 (2020) · Series 65 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | agilewealth.com |
| Profile |
How Paul's firm compares
- Agile Wealth's average account is about $161,000, from its Form ADV (assets managed divided by 6 accounts).
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Questions about Paul
Is Paul Monax a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Paul holds no broker registration, and Agile Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Paul charge for financial advice?
Paul's firm, Agile Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Paul Monax based?
Paul Monax is based in Littleton, Colorado.
What credentials does Paul Monax hold?
Paul Monax holds the CFP credential.
Is Paul Monax registered with the SEC?
Yes. Paul Monax is registered as an investment adviser representative in CO and TX (CRD 6448852), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Agile Wealth manage?
Agile Wealth reports $966K across 6 accounts in assets under management.
How do I contact Paul Monax?
Through Paul's website, agilewealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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