Firm Information
Compensation
Fee-Only (AUM)Fixed/HourlyFirm Size
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Comprehensive Financial Planning includes a one-time engagement fee ($1,000 to $20,000) based on complexity, and an ongoing recurring fixed fee ranging from $2,000 to $30,000 annually, billed monthly or quarterly, for accounts under $500,000. For accounts $500,000 and above, fees are based on AUM (percentage of assets under management). Fees are negotiable and may vary. The annual fixed fee increases by 3% each year. Clients may incur additional fees from custodians and fund companies.
Areas of Practice
Advisor Information
Office location
Clyde Hill, WA
Get directionsContact
Riley Graham PoppyRegulatory History
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.
Learn about disclosures →Other Business Activities
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
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.