Stephen Poplaski
Washington Trust Wealth Management · Westerly, Rhode Island
Stephen Poplaski is a fee-only financial advisor at Washington Trust Wealth Management in Westerly, Rhode Island, who holds the CFP, CPA and PhD credentials. Stephen focuses on estate & legacy planning. Washington Trust Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Executives
- Founders
- Multi-generational families
Facts
| Firm | Washington Trust Wealth Management |
|---|---|
| Based in | Westerly, Rhode Island |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.39B across 1,779 accounts |
| Credentials | CFP · CPA · PhD |
| SEC registration | Investment adviser representative in CT, FL, MA, NC, NH, NY, PA, RI · CRD 4696023 |
| Firm size | 21 employees |
| Disclosures | Reported; see the SEC record |
| Website | washtrustwealth.com |
| Profile |
How Stephen's firm compares
- Washington Trust Wealth Management's average account is about $1.3 million, from its Form ADV (assets managed divided by 1,779 accounts).
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Questions about Stephen
Is Stephen Poplaski a fee-only financial advisor?
Yes. Stephen Poplaski is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Stephen's firm.
How does Stephen charge for financial advice?
Stephen's firm, Washington Trust Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Stephen Poplaski based?
Stephen Poplaski is based in Westerly, Rhode Island.
What does Stephen specialize in?
Stephen's specialties include estate & legacy planning. Stephen works with retirees, executives, founders and multi-generational families.
What credentials does Stephen Poplaski hold?
Stephen Poplaski holds the CFP, CPA and PhD credentials.
Is Stephen Poplaski registered with the SEC?
Yes. Stephen Poplaski is registered as an investment adviser representative in CT, FL, MA, NC, NH, NY, PA and RI (CRD 4696023), per SEC Investment Adviser Public Disclosure data as of October 27, 2026. The record lists disclosures; see the SEC record for details.
How much does Washington Trust Wealth Management manage?
Washington Trust Wealth Management reports $2.39B across 1,779 accounts in assets under management.
How do I contact Stephen Poplaski?
Through Stephen's website, washtrustwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Westerly
Other advisors in Rhode Island who focus on estate & legacy planning
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Washington Trust Wealth Management website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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