Cody Kirk is a CFP-designated registered investment advisor at Wildrye Financial, based in Bigfork, MT, with 10 years of industry experience. Cody operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 122 clients with $91M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $1.5M | 0.90% |
| $1.5M - $2.0M | 0.80% |
| $2.0M - $2.5M | 0.70% |
| $2.5M - $3.0M | 0.60% |
| $3M+ | 0.50% |
In certain circumstances, fees may be negotiable.
Fee Estimator
Location
836 Holt Drive, Ste 310, Bigfork, MT, 59911
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Wildrye Financial
Previous Registrations
Southport Capital
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
State Registrations1 state
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