Cody Breeden is a registered investment advisor at Pinnacle Family Advisors, LLC, based in Springfield, MO. Cody operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 917 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is 2.0% and is negotiable. AdvisorK retirement asset management is typically charged at 0.75% annually.
Fee Estimator
Location
620 W. Republic Road, Suite 104, Springfield, MO, 65807
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
Pinnacle Family Advisors, LLC
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
- Geoffrey RussellPinnacle Family Advisors, LLC
- Michael Vaughn, CFPPinnacle Family Advisors, LLC
- Joel PearsonPinnacle Family Advisors, LLC
- James Lewis, CFPCetera Investment Advisers LLC
- Eric Mcguire, CFPPension Consultants INC
- David Compere, CFPProsperity Financial Group