Cody Cassidy is a CFP-designated registered investment advisor at Tci Wealth Advisors, INC., based in Tucson, AZ, 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 Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 4 more. Their firm serves 3,268 clients with $5.4B 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 $2.0M | 1.00% |
| $2.0M - $10.0M | 0.40% |
| $10.0M - $20.0M | 0.30% |
| $20M+ | 0.25% |
New clients with $2 million or more pay a $12,000 annual retainer plus the tiered percentage rates shown above. Legacy clients follow a separate tiered schedule (1.00% up to $2M, 0.75% for the next $3M, and 0.50% over $5M). Fees are negotiable.
Fee Estimator
Location
4011 East Sunrise Drive, Tucson, AZ, 85718
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 →Employment History
Current Registrations
Tci Wealth Advisors, INC.
Previous Registrations
Tci Foundation INC.
State Registrations1 state
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
- Scott Styrmoe, CFPTci Wealth Advisors, INC.
- Lily Graves, CFPTci Wealth Advisors, INC.
- Casey O'donovan, CFPTci Wealth Advisors, INC.
- Samuel Swift, CFA, CFPTci Wealth Advisors, INC.
- John Stephens, CFA, CFPTci Wealth Advisors, INC.
- Scott Bennett, CFPTci Wealth Advisors, INC.