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Cody Smith
5 Years of Experience
Lexington, KY
1 Disclosure
Cody Smith is a registered investment advisor at Meridian Wealth Management, LLC, based in Lexington, KY, 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 Charitable Giving, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 5,533 clients with $5B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
58 advisors
Number of Clients
5,533 clients
Average Client Portfolio
$901K average
Assets Under Management
$5.0B
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees range from 0.0% to 2.0% annually and are negotiable based on account complexity and the level of service provided.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
100 W Main Street, Suite 450, Lexington, KY, 40507
Get directionsHistory
Regulatory History (1)
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Customer Dispute
August 2022Settled
Employment History
Current Registrations
Meridian Wealth Management, LLC
April 2025 - Present · 1 yr 6 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
July 2020 - June 2024 · 3 yrs 11 mos
State Registrations1 state
KY
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.
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