Cody Breeden
Pinnacle Family Advisors · Springfield, Missouri
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.
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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 |
| Accepting new clients | Yes |
| Assets under management | $371.7M across 2,007 accounts |
| SEC registration | Investment adviser representative in MO · CRD 8219673 |
| Exams passed | Series 65 (2026) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.pinnaclefamilyadvisors.com |
How Cody's firm compares
- Pinnacle Family Advisors's average account is about $185,000, from its Form ADV (assets managed divided by 2,007 accounts).
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Questions about Cody
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Springfield
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
- Pinnacle Family Advisors 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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