Jamieson Blaine Hopp

CFP

Millennial Wealth

5 Years of Experience

View SEC Summary

Areas of Practice

Financial Planning & CoachingInvestment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningHigh Net Worth

Millennial Wealth

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

3 advisors

Number of Clients

215 clients

Average Client Portfolio

$947K average

Assets Under Management

$203.7M

Fee Structure

Minimum Investment:$500K

Financial Planning:Included in AUM fee

Contact

Jamieson Blaine Hopp

Location

Fall City, WA

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Millennial Wealth

July 2021 - Present · 4 yrs 7 mos

Previous Registrations

Vintage Financial Services LLC

July 2020 - June 2021 · 11 mos

State Registrations2 states

TXWA

Advisor

Exams

No exam information available for this advisor.

Additional Information

Jamieson is also a part of XY planning network, an organization committed to helping support fee-only financial planning firms that serve gen x and gen y clients and their particular needs.