Cody Beaumont
HFG Trust · Gilroy, California
Cody Beaumont is a fee-only financial advisor at HFG Trust in Gilroy, California, who holds the CFP credential. Cody focuses on tax planning, estate & legacy planning and small business owners. HFG Trust reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Early-career professionals
- Multi-generational families
- Pre-retirees
- Ultra high net worth
Facts
| Firm | HFG Trust |
|---|---|
| Based in | Gilroy, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $113.4M across 362 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, WA · CRD 7620711 |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | hfgtrust.com |
| Profile |
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Questions about Cody
Is Cody Beaumont a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Cody holds no broker registration, and HFG Trust reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Cody charge for financial advice?
Cody's firm, HFG Trust, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Cody Beaumont based?
Cody Beaumont is based in Gilroy, California.
What does Cody specialize in?
Cody's specialties include tax planning, estate & legacy planning, small business owners and family wealth transfer. Cody works with early-career professionals, multi-generational families, pre-retirees and ultra high net worth.
What credentials does Cody Beaumont hold?
Cody Beaumont holds the CFP credential.
Is Cody Beaumont registered with the SEC?
Yes. Cody Beaumont is registered as an investment adviser representative in CA and WA (CRD 7620711), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does HFG Trust manage?
HFG Trust reports $113.4M across 362 accounts in assets under management.
How do I contact Cody Beaumont?
Through Cody's website, hfgtrust.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- HFG Trust website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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