Cody Kirk
Wild Rye Financial · Bigfork, Montana
Cody Kirk is a fee-only financial advisor at Wild Rye Financial in Bigfork, Montana, who holds the CFP credential. Cody charges a percentage of assets (a $500,000 asset minimum) and focuses on estate & legacy planning and family wealth transfer.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Wild Rye Financial |
|---|---|
| Based in | Bigfork, Montana |
| Fee model | Percentage of assets |
| Fees (firm's website) | A $500,000 asset minimum |
| Assets under management | $90.5M across 317 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MT · CRD 6443766 |
| Exams passed | Series 66 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.wildryefinancial.com |
| Profile |
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Questions about Cody
Is Cody Kirk a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Cody holds no broker registration, and Wild Rye Financial 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 Wild Rye Financial's website, checked October 30, 2026: a $500,000 asset minimum.
Where is Cody Kirk based?
Cody Kirk is based in Bigfork, Montana.
What does Cody specialize in?
Cody's specialties include estate & legacy planning and family wealth transfer. Cody works with retirees and pre-retirees.
What credentials does Cody Kirk hold?
Cody Kirk holds the CFP credential.
Is Cody Kirk registered with the SEC?
Yes. Cody Kirk is registered as an investment adviser representative in MT (CRD 6443766), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wild Rye Financial manage?
Wild Rye Financial reports $90.5M across 317 accounts in assets under management.
How do I contact Cody Kirk?
Through Cody's website, www.wildryefinancial.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
- Wild Rye Financial 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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