Agile Wealth LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$965,928
Clients
5
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
5
Very LowAverage account size
$193,186
About
Agile Wealth serves individual clients, high‑net‑worth individuals, and small businesses with a mix of financial planning and investment management services. Offerings include a one‑time comprehensive finAGILE™ Plan, an annual subscription‑based continuous planning service, a specialized Solo Plan for solopreneurs/freelancers/independent contractors, limited‑scope project consulting, college savings planning, and discretionary investment management.
The firm’s investment approach emphasizes goal‑based portfolio construction, periodic rebalancing, tax‑aware asset location, and a blend of low‑cost index ETFs and selected active funds, drawing on fundamental, technical, and cyclical analysis. For managed accounts the firm uses goal‑based models and automated portfolio servicing through the Betterment platform and also offers accounts via Altruist, with the ability to customize risk levels and account restrictions.
Noteworthy features relative to peers include the firm’s very small scale—managing under $1 million for a handful of clients—and a business model that places substantial emphasis on fee‑for‑service planning products (including a deliverable‑based one‑time plan and a recurring subscription service) and a tailored solopreneur offering; the firm may waive part of the plan fee when clients enroll in continuous planning shortly after delivery. The principal also performs seasonal tax‑preparation work and the firm maintains an institutional relationship with Betterment that provides business services to the firm, facts clients may consider in evaluating service delivery and platform incentives.
Client services
Financial planning
Portfolio management
Expertise
College savings (529s, UTMA, etc.)
General tax planning
Retirement plans for business owners (SEP, solo 401k)
Retirement income strategy
Tax-loss harvesting
Occupation focus
Independent Contractor
Fee options
One-time Financial Plan Construction fee ranging from $2,998 to $30,000 (negotiable)
$0 - $1,000,000: 0.90% annually $1,000,000.01 - $2,000,000: 0.70% annually $2,000,000.01 - $3,000,000: 0.50% annually Above $3,000,000+: 0.30% annually
$285 per hour for limited scope/project-based financial planning and consulting (negotiable)
Continuous Financial Planning subscription fees billed monthly: $249-$2,500/month for individuals, $399-$4,000/month for couples/families; waived for clients with AUM over $2.5 million
Fee-only: Financial Planning monthly subscription fees between $249-$2,500/month for individuals and $399-$4,000/month for couples/families; Limited scope/project based planning at $285/hour (negotiable); One-time financial plan construction total fee between $2,998 and $30,000 (negotiable)
Main office location
Agile Wealth LLC
Littleton CO, United States
Number of offices
1
Most active in
Agile Wealth LLC has reported serving >5 clients in these states in the last 12 months.
Colorado · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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