Cody Cassidy
TCI Wealth Advisors, Inc. · Scottsdale, Arizona
Cody Cassidy is a fee-only financial advisor at TCI Wealth Advisors, Inc. in Scottsdale, Arizona, who holds the CFP, CPA and MBA credentials. Cody focuses on physicians & residents, retirement planning and tax planning. TCI Wealth Advisors, Inc. reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Physicians
- Retirees
Facts
| Firm | TCI Wealth Advisors, Inc. |
|---|---|
| Based in | Scottsdale, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $5.37B across 11,863 accounts |
| Credentials | CFP · CPA · MBA · AAMS · ChFC · CWS · CFA · MD · AIF |
| SEC registration | Investment adviser representative in AZ · CRD 7013483 |
| Exams passed | Series 65 (2018) |
| Firm size | 72 employees |
| Disclosures | None reported |
| Website | tciwealth.com |
| Profile |
How Cody's firm compares
- TCI Wealth Advisors, Inc.'s average account is about $453,000, from its Form ADV (assets managed divided by 11,863 accounts).
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Questions about Cody
Is Cody Cassidy a fee-only financial advisor?
Yes. Cody Cassidy is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Cody's firm.
How does Cody charge for financial advice?
Cody's firm, TCI Wealth Advisors, Inc., reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Does Cody work with clients virtually?
Yes. TCI Wealth Advisors, Inc. says on its website that it works with clients remotely.
Where is Cody Cassidy based?
Cody Cassidy is based in Scottsdale, Arizona.
What does Cody specialize in?
Cody's specialties include physicians & residents, retirement planning, tax planning, estate & legacy planning and equity compensation. Cody works with physicians and retirees.
What credentials does Cody Cassidy hold?
Cody Cassidy holds the CFP, CPA, MBA, AAMS, ChFC, CWS, CFA, MD and AIF credentials.
Is Cody Cassidy registered with the SEC?
Yes. Cody Cassidy is registered as an investment adviser representative in AZ (CRD 7013483), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does TCI Wealth Advisors, Inc. manage?
TCI Wealth Advisors, Inc. reports $5.37B across 11,863 accounts in assets under management.
How do I contact Cody Cassidy?
Through Cody's website, tciwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- TCI Wealth Advisors, Inc. website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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