Lily Poy
Iconic Wealth Management · Fairfax, Virginia
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.
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Who they serve
- Retirees
Facts
| Firm | Iconic Wealth Management |
|---|---|
| Based in | Fairfax, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $18.6M across 50 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in VA · CRD 4770662 |
| Exams passed | Series 66 (2004) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.iconic-wealth.com |
How Lily's firm compares
- Iconic Wealth Management's average account is about $372,000, from its Form ADV (assets managed divided by 50 accounts).
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Questions about Lily
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Iconic Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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