# Cody Terrion

> Cody Terrion is a fee-only financial advisor at Atlas Financial in Wynnewood, Pennsylvania. Cody focuses on family wealth transfer. Atlas Financial reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.

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

## Facts

- **Firm:** Atlas Financial
- **Based in:** Wynnewood, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees; Performance-based fees
- **Assets under management (firm):** $153.9M across 52 accounts
- **Specialties:** Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 6807319 (https://adviserinfo.sec.gov/individual/summary/6807319)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 66 (2019)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** https://www.atlasfinancial.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Cody holds no broker registration, and Atlas 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's firm, Atlas Financial, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.

### Where is Cody Terrion based?

Cody Terrion is based in Wynnewood, Pennsylvania.

### What does Cody specialize in?

Cody's specialties include family wealth transfer. Cody works with multi-generational families.

### Is Cody Terrion registered with the SEC?

Yes. Cody Terrion is registered as an investment adviser representative in PA (CRD 6807319), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Atlas Financial manage?

Atlas Financial reports $153.9M across 52 accounts in assets under management.

### How do I contact Cody Terrion?

Through Cody's website, www.atlasfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6807319): 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://atlasfinancial.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.