Cody Terrion
Atlas Financial · Wynnewood, Pennsylvania
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.
Request an introduction to Cody →
Specialties
Who they serve
- Multi-generational families
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 | $153.9M across 52 accounts |
| SEC registration | Investment adviser representative in PA · CRD 6807319 |
| Exams passed | Series 66 (2019) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.atlasfinancial.com |
| Profile |
How Cody's firm compares
- Atlas Financial's average account is about $3.0 million, from its Form ADV (assets managed divided by 52 accounts).
Request an introduction to Cody
Tell Cody a little about what you're looking for. Cody isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Cody
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.
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
- Atlas 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.
See something wrong? Request a correction. Read our methodology.