Paula Pass
Arkagos Advisors and Asset Management · Alexandria, Virginia
Paula Pass is a fee-only financial advisor at Arkagos Advisors and Asset Management in Alexandria, Virginia, who holds the CFP credential. Arkagos Advisors and Asset Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Arkagos Advisors and Asset Management |
|---|---|
| Based in | Alexandria, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $64.5M across 112 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, MD, NC, TX, VA · CRD 6191442 |
| Exams passed | Series 66 (2013) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | arkagosadvisors.com |
| Profile |
How Paula's firm compares
- Arkagos Advisors and Asset Management's average account is about $576,000, from its Form ADV (assets managed divided by 112 accounts).
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Questions about Paula
Is Paula Pass a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Paula holds no broker registration, and Arkagos Advisors and Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Paula charge for financial advice?
Paula's firm, Arkagos Advisors and Asset Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Paula Pass based?
Paula Pass is based in Alexandria, Virginia.
What credentials does Paula Pass hold?
Paula Pass holds the CFP credential.
Is Paula Pass registered with the SEC?
Yes. Paula Pass is registered as an investment adviser representative in FL, MD, NC, TX and VA (CRD 6191442), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Arkagos Advisors and Asset Management manage?
Arkagos Advisors and Asset Management reports $64.5M across 112 accounts in assets under management.
How do I contact Paula Pass?
Through Paula's website, arkagosadvisors.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
- Arkagos Advisors and Asset Management website : specialties, clients served, and fees, checked October 30, 2026
- 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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