# Theodore Poppe

> Theodore Poppe is a fee-only financial advisor at Grey Fox Wealth Advisors in Rockland, Delaware, who holds the CFA credential. Grey Fox Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Grey Fox Wealth Advisors
- **Based in:** Rockland, Delaware
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $698.8M across 1,309 accounts
- **Credentials:** CFA
- **Works with:** Executives
- **CRD:** 6547029 (https://adviserinfo.sec.gov/individual/summary/6547029)
- **SEC registration:** Investment adviser representative in DE, PA, TX
- **Exams passed:** Series 63 (2015), Series 65 (2017)
- **Firm size:** 11 employees
- **Disclosures:** None reported
- **Website:** http://www.greyfoxwealth.com/

## Frequently asked questions

### Is Theodore Poppe a fee-only financial advisor?

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

### How does Theodore charge for financial advice?

Theodore's firm, Grey Fox Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Theodore Poppe based?

Theodore Poppe is based in Rockland, Delaware.

### What credentials does Theodore Poppe hold?

Theodore Poppe holds the CFA credential.

### Is Theodore Poppe registered with the SEC?

Yes. Theodore Poppe is registered as an investment adviser representative in DE, PA and TX (CRD 6547029), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Grey Fox Wealth Advisors manage?

Grey Fox Wealth Advisors reports $698.8M across 1,309 accounts in assets under management.

### How do I contact Theodore Poppe?

Through Theodore's website, www.greyfoxwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6547029): 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.greyfoxwealth.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.