Cody Lachner
Next Adventure Financial · Lafayette, Indiana
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.
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Specialties
Who they serve
- Pre-retirees
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 |
| Accepting new clients | Yes |
| Assets under management | $20.9M across 134 accounts |
| Credentials | CFP · EA |
| SEC registration | Investment adviser representative in IN · CRD 6219911 |
| Exams passed | Series 63 (2014) · Series 65 (2015) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | nextadventurefinancial.com |
| Profile |
How Cody's firm compares
- Next Adventure Financial's average account is about $156,000, from its Form ADV (assets managed divided by 134 accounts).
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Questions about Cody
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Next Adventure Financial 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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