# Lily Poy

> Lily Poy is a fee-only financial advisor at Iconic Wealth Management in Fairfax, Virginia, who holds the CFP credential. Iconic Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/lily-poy/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Iconic Wealth Management
- **Based in:** Fairfax, Virginia
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $18.6M across 50 accounts
- **Credentials:** CFP
- **Works with:** Retirees
- **CRD:** 4770662 (https://adviserinfo.sec.gov/individual/summary/4770662)
- **SEC registration:** Investment adviser representative in VA
- **Exams passed:** Series 66 (2004)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.iconic-wealth.com

## Frequently asked questions

### Is Lily Poy a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Lily holds no broker registration, and Iconic Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Lily charge for financial advice?

Lily's firm, Iconic Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Lily Poy based?

Lily Poy is based in Fairfax, Virginia.

### What credentials does Lily Poy hold?

Lily Poy holds the CFP credential.

### Is Lily Poy registered with the SEC?

Yes. Lily Poy is registered as an investment adviser representative in VA (CRD 4770662), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Iconic Wealth Management manage?

Iconic Wealth Management reports $18.6M across 50 accounts in assets under management.

### How do I contact Lily Poy?

Through Lily's website, www.iconic-wealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4770662): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.iconic-wealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.