CH
CFP
CH
CFP

Cody Hawkins

5 Years of Experience
Virginia Beach, VA

Cody Hawkins is a CFP-designated registered investment advisor at Peacelink Financial Planning, based in Virginia Beach, VA, 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, Financial Planning & Coaching, Insurance Planning, Investment Management, and 3 more. Their firm serves 71 clients with $28M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
71 clients
Average Client Portfolio
$395K average
Assets Under Management
$28.1M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.15%
$1.0M - $3.0M1.00%
$3.0M - $5.0M0.75%
$5M+0.50%

Fees are negotiable. This schedule is for Investment Management Only. Wealth Scaler clients have a different fee schedule. XYIS sub-advisory fees are additional.

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

1213 Laskin Rd, Suite 107, Virginia Beach, VA, 23451

Get directions

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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Employment History
Current Registrations
Peacelink Financial Planning
August 2024 - Present · 1 yr 9 mos
Previous Registrations
Wealthway Financial Advisors
February 2023 - November 2024 · 1 yr 9 mos
VALIC Financial Advisors, INC.
November 2020 - March 2023 · 2 yrs 4 mos
VALIC Financial Advisors, INC.Broker
September 2020 - March 2023 · 2 yrs 6 mos
State Registrations2 states
OKVA
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 Hawkins - Financial Advisor | TrueAdvisor