Cody Beaumont is a CFP-designated registered investment advisor at Hfg Advisors, INC., based in Gilroy, CA, with 3 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 4 more. Their firm serves 133 clients with $220M 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% |
Fee Estimator
Location
Gilroy, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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
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