# Cody Breeden

> Cody Breeden is a fee-only financial advisor at Pinnacle Family Advisors in Springfield, Missouri. Pinnacle Family Advisors reports charging a percentage of assets, hourly fees, a subscription and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Pinnacle Family Advisors
- **Based in:** Springfield, Missouri
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Subscription; Fixed fees
- **Fees (firm's website):** no asset minimum
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $371.7M across 2,007 accounts
- **CRD:** 8219673 (https://adviserinfo.sec.gov/individual/summary/8219673)
- **SEC registration:** Investment adviser representative in MO
- **Exams passed:** Series 65 (2026)
- **Firm size:** 13 employees
- **Disclosures:** None reported
- **Website:** http://www.pinnaclefamilyadvisors.com

## Frequently asked questions

### Is Cody Breeden a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Cody holds no broker registration, and Pinnacle Family Advisors 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, Pinnacle Family Advisors, reports charging a percentage of assets, hourly fees, a subscription and fixed fees on its SEC Form ADV.

### How much does Cody charge?

According to Pinnacle Family Advisors's website, checked October 30, 2026: no asset minimum.

### Does Cody work with clients virtually?

Yes. Pinnacle Family Advisors says on its website that it works with clients remotely.

### Where is Cody Breeden based?

Cody Breeden is based in Springfield, Missouri.

### Is Cody Breeden registered with the SEC?

Yes. Cody Breeden is registered as an investment adviser representative in MO (CRD 8219673), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Pinnacle Family Advisors manage?

Pinnacle Family Advisors reports $371.7M across 2,007 accounts in assets under management.

### How do I contact Cody Breeden?

Through Cody's website, www.pinnaclefamilyadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8219673): 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://pinnaclefamilyadvisors.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.