Cody Columna
Ducere Wealth Management · Newport Beach, California
Cody Columna is a fee-only financial advisor at Ducere Wealth Management in Newport Beach, California. Cody charges a percentage of assets (1% a year on the first tier of assets managed and typically works with clients with $5,000,000 or more) and focuses on founders (pre-exit), retirement planning and estate & legacy planning.
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Specialties
Who they serve
- Founders
- High earners
- Mid-life transitions
- Multi-generational families
- Real estate investors
Facts
| Firm | Ducere Wealth Management |
|---|---|
| Based in | Newport Beach, California |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed · Typically works with clients with $5,000,000 or more |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $503.8M across 478 accounts |
| SEC registration | Investment adviser representative in CA · CRD 7631202 |
| Exams passed | Series 65 (2023) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.ducerewealth.com |
Request an introduction to Cody
Tell Cody a little about what you're looking for. Cody isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Cody
Is Cody Columna a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Cody holds no broker registration, and Ducere Wealth Management 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 charges a percentage of assets.
How much does Cody charge?
According to Ducere Wealth Management's website, checked October 30, 2026: 1% a year on the first tier of assets managed; typically works with clients with $5,000,000 or more.
Does Cody work with clients virtually?
Yes. Ducere Wealth Management says on its website that it works with clients remotely.
Where is Cody Columna based?
Cody Columna is based in Newport Beach, California.
What does Cody specialize in?
Cody's specialties include founders (pre-exit), retirement planning, estate & legacy planning, tax planning and real estate investors. Cody works with founders, high earners, mid-life transitions, multi-generational families and real estate investors.
Is Cody Columna registered with the SEC?
Yes. Cody Columna is registered as an investment adviser representative in CA (CRD 7631202), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Ducere Wealth Management manage?
Ducere Wealth Management reports $503.8M across 478 accounts in assets under management.
How do I contact Cody Columna?
Through Cody's website, www.ducerewealth.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
- Ducere Wealth Management 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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