Riley Poppy is a CFP-designated registered investment advisor at Millennial Wealth, based in Clyde Hill, WA, with 8 years of industry experience. Riley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 4 more. Their firm serves 229 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Millennial Wealth offers investment management as part of its comprehensive financial planning service. For smaller accounts (under $500,000), MW charges a fixed annual fee ranging from $2,000 to $30,000, billed monthly or quarterly. For accounts of $500,000 or more, MW charges a percentage of the assets under management, up to 1.50% annually. The exact percentage is negotiable and stated in the advisory contract. Fees are paid monthly or quarterly.
Contact
Riley Poppy
Location
Clyde Hill, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Riley is the Founder & CCO of Ignite Financial Planning, LLC, a registered investment adviser. Riley will continue to operate this business while transitioning clients to Millennial Wealth LLC.
Employment History
Current Registrations
Millennial Wealth
Previous Registrations
Ignite Financial Planning, LLC
Vestory, LLC
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Riley is a CERTIFIED FINANCIAL PLANNER™, , Behavioral Financial Advisor™, and Certified Tax Specialist™. He is a graduate of the University of Washington and received his financial planning education from Northwestern University. As a lifelong learner, Riley enjoys staying up to date in the industry and is an active volunteer in the financial planning community. He serves as a CFP Board Mentor and is a member of their Scholarship Panel. Riley also volunteers for Seattle Children's Financial Advisory Committee and for the UW Foster School of Business. In his free time, he enjoys following the Washingon Huskies and playing tennis with friends and family.