Cody Robinson
Cody Robinson is a CFP-designated registered investment advisor at Financial Planning Services, based in Fort Wayne, IN, with 5 years of industry experience. Cody operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 472 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial Planning Services offers investment management through the Advisor Managed Portfolios program. The fee is a percentage of your account balance, charged quarterly. The exact percentage varies, but the table below shows the minimum and maximum fees you might pay depending on the size of your account. You may also pay separate transaction charges for trades.
Location
6920 Pointe Inverness Way, Ste 170, Fort Wayne, IN, 46804
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Cody works as a registered advisor providing financial planning services, dedicating full-time hours to this role. He also works as an insurance broker, providing quotes and assisting with applications for life, long-term care, and disability insurance, spending a few hours per week on this activity.
Employment History
Current Registrations
Financial Planning Services
Osaic Wealth, INC.Broker
Previous Registrations
Royal Alliance Associates, INC.
State Registrations10 states
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.