Reagan Smith
Millennial Wealth · Seattle, Washington
Reagan Smith is a fee-only financial advisor at Millennial Wealth in Seattle, Washington, who holds the CFP credential. Millennial Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Millennial Wealth |
|---|---|
| Based in | Seattle, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $278.7M across 229 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WA · CRD 7564753 |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.subscribepage.com/ignite |
How Reagan's firm compares
- Millennial Wealth's average account is about $1.2 million, from its Form ADV (assets managed divided by 229 accounts).
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Questions about Reagan
Is Reagan Smith a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Reagan holds no broker registration, and Millennial Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Reagan charge for financial advice?
Reagan's firm, Millennial Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Reagan Smith based?
Reagan Smith is based in Seattle, Washington.
What credentials does Reagan Smith hold?
Reagan Smith holds the CFP credential.
Is Reagan Smith registered with the SEC?
Yes. Reagan Smith is registered as an investment adviser representative in WA (CRD 7564753), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Millennial Wealth manage?
Millennial Wealth reports $278.7M across 229 accounts in assets under management.
How do I contact Reagan Smith?
Through Reagan's website, www.subscribepage.com/ignite.
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
- 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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