Reagan Smith is a CFP-designated registered investment advisor at Millennial Wealth, based in Seattle, WA. Reagan 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, Retirement Planning, and 1 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.
Location
Seattle, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Millennial Wealth
State Registrations1 state
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