# Cody Lachner

> Cody Lachner is a fee-only financial advisor at Next Adventure Financial in Lafayette, Indiana, who holds the CFP and EA credentials. Cody focuses on retirement planning and tax planning. Next Adventure Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/cody-lachner/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Next Adventure Financial
- **Based in:** Lafayette, Indiana
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Fees (firm's website):** 1.2% a year on the first tier of assets managed
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $20.9M across 134 accounts
- **Credentials:** CFP, EA
- **Specialties:** Retirement planning, Tax planning
- **Works with:** Pre-retirees
- **CRD:** 6219911 (https://adviserinfo.sec.gov/individual/summary/6219911)
- **SEC registration:** Investment adviser representative in IN
- **Exams passed:** Series 63 (2014), Series 65 (2015)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://nextadventurefinancial.com

## Frequently asked questions

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

Yes. Cody Lachner is listed in the XY Planning Network directory (XYPN members are fee-only). 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, Next Adventure Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### How much does Cody charge?

According to Next Adventure Financial's website, checked October 28, 2026: 1.2% a year on the first tier of assets managed.

### Does Cody work with clients virtually?

Yes. Next Adventure Financial says on its website that it works with clients remotely.

### Where is Cody Lachner based?

Cody Lachner is based in Lafayette, Indiana.

### What does Cody specialize in?

Cody's specialties include retirement planning and tax planning. Cody works with pre-retirees.

### What credentials does Cody Lachner hold?

Cody Lachner holds the CFP and EA credentials.

### Is Cody Lachner registered with the SEC?

Yes. Cody Lachner is registered as an investment adviser representative in IN (CRD 6219911), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Next Adventure Financial manage?

Next Adventure Financial reports $20.9M across 134 accounts in assets under management.

### How do I contact Cody Lachner?

Through Cody's website, nextadventurefinancial.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/cody-lachner-11593): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://nextadventurefinancial.com/): specialties, clients served, and fees, checked October 28, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.