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Cody Buterbaugh

7 Years of Experience
Corning, NY

Cody Buterbaugh is a registered investment advisor at Mangolds Investment Advisors INC., based in Corning, NY, with 7 years of industry experience. Cody operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 493 clients with $59M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
493 clients
Average Client Portfolio
$119K average
Assets Under Management
$58.7M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

The annual fee is negotiable, but typically only exercises this discretion for our employees. Accounts within the same household may be combined for a reduced fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Corning, NY

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Cody owns rental property and collects rental fees since September 2023, dedicating minimal time to it. He also works full-time as a Controls Technician for Trane Technologies and spends a few hours per week as a tax preparer for Mangolds Tax Service Inc.

Employment History
Current Registrations
Mangolds Investment Advisors INC.
September 2020 - Present · 5 yrs 8 mos
Previous Registrations
PFS Investments INC.Broker
May 2018 - September 2020 · 2 yrs 4 mos
State Registrations2 states
NYPA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Cody Buterbaugh - Financial Advisor | TrueAdvisor