Kody Brown
Sequoia Financial Group · Pasadena, California
Kody Brown is a fee-only financial advisor at Sequoia Financial Group in Pasadena, California, who holds the CFP and CRPS credentials. Kody focuses on retirement planning, estate & legacy planning and tax planning. Sequoia Financial Group reports charging a percentage of assets, hourly fees, a subscription, fixed fees and performance-based fees on its Form ADV.
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Specialties
Who they serve
- Executives
- Physicians
- Founders
Facts
| Firm | Sequoia Financial Group |
|---|---|
| Based in | Pasadena, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Subscription · Fixed fees · Performance-based fees |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $32.24B across 39,636 accounts |
| Credentials | CFP · CRPS |
| SEC registration | Investment adviser representative in CA · CRD 6774043 |
| Exams passed | Series 66 (2018) |
| Firm size | 424 employees |
| Disclosures | None reported |
| Website | sequoia-financial.com |
How Kody's firm compares
- Sequoia Financial Group's average account is about $813,000, from its Form ADV (assets managed divided by 39,636 accounts).
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Questions about Kody
Is Kody Brown a fee-only financial advisor?
Yes. Kody Brown is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Kody's firm.
How does Kody charge for financial advice?
Kody's firm, Sequoia Financial Group, reports charging a percentage of assets, hourly fees, a subscription, fixed fees and performance-based fees on its SEC Form ADV.
Does Kody work with clients virtually?
Yes. Sequoia Financial Group says on its website that it works with clients remotely.
Where is Kody Brown based?
Kody Brown is based in Pasadena, California.
What does Kody specialize in?
Kody's specialties include retirement planning, estate & legacy planning, tax planning, small business owners and physicians & residents. Kody works with executives, physicians and founders.
What credentials does Kody Brown hold?
Kody Brown holds the CFP and CRPS credentials.
Is Kody Brown registered with the SEC?
Yes. Kody Brown is registered as an investment adviser representative in CA (CRD 6774043), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Sequoia Financial Group manage?
Sequoia Financial Group reports $32.24B across 39,636 accounts in assets under management.
How do I contact Kody Brown?
Through Kody's website, sequoia-financial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Sequoia Financial Group 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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