Cody Williams
Wealthspan Partners · Davenport, Iowa
Cody Williams is a fee-only financial advisor at Wealthspan Partners in Davenport, Iowa. Wealthspan Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Cody →
Facts
| Firm | Wealthspan Partners |
|---|---|
| Based in | Davenport, Iowa |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $451.1M across 1,610 accounts |
| SEC registration | Investment adviser representative in IA · CRD 6421751 |
| Exams passed | Series 66 (2016) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | wealthspanpartners.com |
How Cody's firm compares
- Wealthspan Partners's average account is about $280,000, from its Form ADV (assets managed divided by 1,610 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 Williams a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Cody holds no broker registration, and Wealthspan Partners 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, Wealthspan Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Cody Williams based?
Cody Williams is based in Davenport, Iowa.
Is Cody Williams registered with the SEC?
Yes. Cody Williams is registered as an investment adviser representative in IA (CRD 6421751), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wealthspan Partners manage?
Wealthspan Partners reports $451.1M across 1,610 accounts in assets under management.
How do I contact Cody Williams?
Through Cody's website, wealthspanpartners.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
- 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.