Cody Robinson
Cody Robinson is a CFP-designated registered investment advisor at Financial Planning Services, based in Fort Wayne, IN, with 6 years of industry experience. Cody is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 489 clients with $210M 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 - $750K | 1.25% |
| $750K - $1.0M | 1.25% |
| $1.0M - $1.3M | 1.15% |
| $1.3M - $2.0M | 1.15% |
| $2.0M - $5.0M | 0.92% |
| $5M+ | 0.75% |
Fees are negotiable. Maximum rates from the disclosed ranges were used for the schedule.
Fee Estimator
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 Registrations11 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.
Exams
More Advisors
- Kenneth Schmidt, CFP, ChFCFinancial Planning Services
- Jacob Schmidt, CFPFinancial Planning Services
- Patrick O'connell, CFPWealth Advisors Group
- Erik Tom, CFPSummit Consultants, INC.
- Kory Klosterman, CFPEdward Jones
- Mark Grieger, ChFCLPL Financial LLC