Brian Edward Code
Advisor at Code Waechter LLC — Tampa, FL
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®
Experience Industry experience
46 years
Location
Tampa, FL 33609
Code Waechter LLC
Team
Total advisors
5Clients per advisor
64 TypicalAvg AUM per client
$1,261,888 TypicalHNW client ratio
41% HighBrian Code is a CFP® professional with 46 years of industry experience, currently serving at Code Waechter LLC since 2018. He has a long tenure with MassMutual Life Insurance Company dating back to 1996 and previously worked at MML Investors Services. Outside of advisory work, he is involved with Code Smith Benefits, LLC, where he participates in group health and group benefit sales. Code Waechter LLC advises individuals, high-net-worth clients, families, trusts, and select institutional clients through financial planning and discretionary asset management. The firm employs a combination of active and passive investment strategies guided by written financial plans and proprietary models, and also provides insurance and employee-benefit products through licensed professionals on the team.
Based on Code Waechter LLC
Financial planning fees range from $750 to $6,000, negotiable and can be waived at discretion of CW
$0 - $1,000,000: 0.95% annually $1,000,001 - $2,000,000: 0.80% annually $2,000,001 - $3,000,000: 0.70% annually $3,000,001 - $4,000,000: 0.60% annually $4,000,001 - $5,000,000: 0.50% annually $5,000,001+: 0.35% annually
Account minimum: $500,000
Tampa, FL
4830 W. Kennedy Blvd.
Tampa FL 33609
Advisors at this office
5
Florida · Texas
46 years of industry experience
Code Waechter LLC
2018 - Present • 8 years
Tampa, FL
Massmutual Life Insurance Company
1996 - Present • 30 years
Tampa, FL
MML INVESTORS SERVICES
1996 - 2017 • 21 years
Tampa, FL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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