Cody Beaumont is a CFP-designated registered investment advisor at Hfg Advisors, INC., based in Gilroy, CA, with 4 years of industry experience. Cody operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 6 more. Their firm serves 133 clients with $110M 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 | 1.00% |
| $500K - $1.5M | 0.80% |
| $1.5M+ | 0.60% |
Fees may be waived or negotiated at the firm's discretion based on historical relationships, account composition, and expected future assets.
Fee Estimator
Location
Gilroy, CA
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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.
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Cody is an employee and financial planner at HFG Trust LLC since November 2021, dedicating full-time hours to financial planning. He spends approximately 6 of those hours during trading hours.
Employment History
Current Registrations
Hfg Advisors, INC.
State Registrations2 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
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