Theodore Poppe
Grey Fox Wealth Advisors · Rockland, Delaware
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.
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Who they serve
- Executives
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 |
| Assets under management | $698.8M across 1,309 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in DE, PA, TX · CRD 6547029 |
| Exams passed | Series 63 (2015) · Series 65 (2017) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.greyfoxwealth.com |
How Theodore's firm compares
- Grey Fox Wealth Advisors's average account is about $534,000, from its Form ADV (assets managed divided by 1,309 accounts).
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Questions about Theodore
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.
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
- Grey Fox Wealth Advisors 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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