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Cody Dye

Advisor at Dye Family Office

Updated today

Firm

Dye Family Office

Location

Canfield, OH

Credentials

Series 63, Series 65

Industry experience

2 years

About

Cody Dye is a financial advisor at Dye Family Office in Canfield, Ohio, holding Series 63 and Series 65 licenses with two years of industry experience. He has worked at several firms, including Iron Gate Wealth Advisors and CarNation Financial Services. In addition to his advisory role, Dye is employed full-time as an accountant at Hill, Barth, and King. Dye Family Office provides comprehensive financial planning and discretionary portfolio management primarily for high-net-worth individual clients. The firm employs a generally conservative, long-term investment approach tailored to each client’s financial situation, incorporating tax considerations through its principal’s affiliation with an accounting firm.

Client services

Based on Dye Family Office

Financial planning Portfolio management

Expertise

Based on Dye Family Office

General tax planning General estate planning guidance Wealth management

Fee options

Fixed

Written financial plans ranging from $200 to $2,000 (negotiable)

Percentage

$0+: 0.5% annually (minimum) +: up to 2% annually (maximum)

Project-based

Up to $200/hour (negotiable)

Other

Fee-only: Hourly fees up to $200/hour; written financial plans $200 to $2,000; asset management fees 0.5% to 2% annually or flat monthly fee

Location

Canfield, OH

Most active in

Ohio · Texas

Work history

Hill, Barth, and King

2024 - Present (2 years)

Hill Barth & King

2024 - 2024 (1 year)

Dye Family Office LLC

2023 - Present (3 years)

Iron Gate Wealth Advisors LLC

2019 - 2023 (4 years)

Fluent and Ricciardi CPA & Consultants

2019 - 2019 (1 year)

Ricart Ford

2018 - 2019 (1 year)

CarNation Financial Services

2017 - 2024 (7 years)

The Ohio State University

2016 - 2020 (4 years)

Canfield High School

2012 - 2016 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Scott D

Series 63, Series 65

Canfield, OH

Scott S. Duko, Registered Investment Advisor, Ltd.

General retirement planning College savings (529s, UTMA, etc.)

Matt G

CFP®

Salem, OH

Unrivaled Wealth Management

Welcome! I'm Matt Garasic, founder of Unrivaled Wealth Management. I specialize in working with executives and key employees across the United States. Business executives and other professionals start working with me when: • They don't have the time and/or desire to properly manage their finances. • They're experiencing a significant life event and need help navigating the financial ramifications. • They crave the freedom to work on their terms as quickly as possible so they can spend more time on what’s important to them. I relieve my clients' stress and help uncover new opportunities by synchronizing everything related to their financial lives, including cash flow, tax, investment, estate, and insurance planning. Clients enjoy working with me because my approach is drastically different from what they’ve experienced or heard about financial advisors. • I avoid financial jargon and explain topics in plain English. • I want you to understand every recommendation before it's implemented. • You’ll always speak directly to me and receive personalized answers to your questions. • You never have to wonder if my recommendations are incentivized by a commission or ulterior motive. • I focus on helping you enjoy your money while you’re alive instead of competing for the highest net worth in the graveyard. Book an introductory meeting and let's see if it makes sense to work together!

Equity Recipients (RS/RSU, SOP, ESPP) Executive FIRE (Financial Independence Retire Early) Gen Y/Millennials (Born 1980-1995)
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Jeffrey Z

CFP®, Series 63

Salem, OH

Zimmerman Capital Management

General retirement planning General tax planning Wealth management Passive / index investing
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Shane C

Series 65

Leetonia, OH

Broker One

Family Business Charitable giving & philanthropy Cash flow / budgeting
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Samuel F

CFP®

Canfield, OH

SSB Managed Wealth, LLC

Annuities Wealth management
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Sean T

Series 65

Youngstown, OH

Masdevallia LLC

Options & derivatives strategies Passive / index investing Real estate investing Life insurance needs analysis
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