Elizabeth Cody
Sand Hill Global Advisors · Palo Alto, California
Elizabeth Cody is a fee-only financial advisor at Sand Hill Global Advisors in Palo Alto, California, who holds the CFP credential. Elizabeth focuses on equity compensation, founders (pre-exit) and family wealth transfer. Sand Hill Global Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
Request an introduction to Elizabeth →
Specialties
Who they serve
- Founders
- Executives
- Multi-generational families
Facts
| Firm | Sand Hill Global Advisors |
|---|---|
| Based in | Palo Alto, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $4.39B across 2,153 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 2861950 |
| Exams passed | Series 63 (1999) |
| Firm size | 33 employees |
| Disclosures | None reported |
| Website | www.sandhillglobaladvisors.com |
Request an introduction to Elizabeth
Tell Elizabeth a little about what you're looking for. Elizabeth 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 Elizabeth
Is Elizabeth Cody a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Elizabeth holds no broker registration, and Sand Hill Global Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Elizabeth charge for financial advice?
Elizabeth's firm, Sand Hill Global Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Elizabeth Cody based?
Elizabeth Cody is based in Palo Alto, California.
What does Elizabeth specialize in?
Elizabeth's specialties include equity compensation, founders (pre-exit), family wealth transfer and divorce financial planning. Elizabeth works with founders, executives and multi-generational families.
What credentials does Elizabeth Cody hold?
Elizabeth Cody holds the CFP credential.
Is Elizabeth Cody registered with the SEC?
Yes. Elizabeth Cody is registered as an investment adviser representative in CA (CRD 2861950), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sand Hill Global Advisors manage?
Sand Hill Global Advisors reports $4.39B across 2,153 accounts in assets under management.
How do I contact Elizabeth Cody?
Through Elizabeth's website, www.sandhillglobaladvisors.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
- Sand Hill Global Advisors 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.