# Cody Jennings

> Cody Jennings is a fee-only financial advisor at Clear Investment Research in Alpharetta, Georgia. Cody focuses on retirement planning, tax planning and estate & legacy planning. Clear Investment Research reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Clear Investment Research
- **Based in:** Alpharetta, Georgia
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $4.19B across 277 accounts
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **CRD:** 6685094 (https://adviserinfo.sec.gov/individual/summary/6685094)
- **SEC registration:** Investment adviser representative in GA
- **Exams passed:** Series 65 (2016)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://clearinvestmentresearch.com/

## Frequently asked questions

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

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

### Where is Cody Jennings based?

Cody Jennings is based in Alpharetta, Georgia.

### What does Cody specialize in?

Cody's specialties include retirement planning, tax planning and estate & legacy planning.

### Is Cody Jennings registered with the SEC?

Yes. Cody Jennings is registered as an investment adviser representative in GA (CRD 6685094), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Clear Investment Research manage?

Clear Investment Research reports $4.19B across 277 accounts in assets under management.

### How do I contact Cody Jennings?

Through Cody's website, clearinvestmentresearch.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6685094): 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://www.clearinvestmentresearch.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.