# Brian Hawthorne-Codato

> Brian Hawthorne-Codato is a fee-only financial advisor at Glassy Mountain Advisors in Bethesda, Maryland, who holds the CFA credential. Brian focuses on retirement planning. Glassy Mountain Advisors reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/brian-hawthorne-codato/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Glassy Mountain Advisors
- **Based in:** Bethesda, Maryland
- **Fee model (firm's Form ADV):** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $369.8M across 329 accounts
- **Credentials:** CFA
- **Specialties:** Retirement planning
- **Works with:** Executives, Retirees, Pre-retirees, Multi-generational families
- **CRD:** 7423133 (https://adviserinfo.sec.gov/individual/summary/7423133)
- **SEC registration:** Investment adviser representative in MD
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** https://www.glassymountainadvisors.com

## Frequently asked questions

### Is Brian Hawthorne-Codato a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Glassy Mountain Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Brian charge for financial advice?

Brian's firm, Glassy Mountain Advisors, reports charging a percentage of assets on its SEC Form ADV.

### Where is Brian Hawthorne-Codato based?

Brian Hawthorne-Codato is based in Bethesda, Maryland.

### What does Brian specialize in?

Brian's specialties include retirement planning. Brian works with executives, retirees, pre-retirees and multi-generational families.

### What credentials does Brian Hawthorne-Codato hold?

Brian Hawthorne-Codato holds the CFA credential.

### Is Brian Hawthorne-Codato registered with the SEC?

Yes. Brian Hawthorne-Codato is registered as an investment adviser representative in MD (CRD 7423133), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Glassy Mountain Advisors manage?

Glassy Mountain Advisors reports $369.8M across 329 accounts in assets under management.

### How do I contact Brian Hawthorne-Codato?

Through Brian's website, www.glassymountainadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7423133): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://glassymountainadvisors.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.