Cody Heffron
Advisor at Money Managers, Inc.
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.
Advisor at Money Managers, Inc.
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.
Firm
Money Managers, Inc.
Location
San Antonio, TX 78248
Credentials
Series 66
Industry experience
3 years
Cody Heffron is a financial advisor with Money Managers Inc in San Antonio, TX, holding a Series 66 designation and three years of industry experience. He has worked at LPL Financial and NEXT Financial Group Inc, and prior to his advisory career, he spent nine years with HEB Grocery Company. In addition to his advisory role, Heffron is also a licensed insurance agent. Money Managers Inc provides investment advisory services to individuals, small businesses, and investment company clients, offering discretionary portfolio management, financial planning, and pension consulting. The firm manages accounts using firm-developed model portfolios and employs a variety of analytical approaches, serving as a wrap fee program sponsor with a history dating back to 1981.
Based on Money Managers, Inc.
$1 - $1,000,000: 1.25% $1,000,001 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.75% >$5,000,000+: 0.50%
Registered representatives receive commissions for securities sales; insurance agents receive commissions for insurance products.
Fee-only: Fixed fees for financial planning services generally range between $1,000 and $25,000, with a minimum advance payment of the lesser of 50% or $1,200.
15303 Huebner Rd., Bldg. 10
San Antonio, TX 78248
Texas
LPL Financial
2025 - Present (1 year)
Money Managers, Inc.
2023 - Present (3 years)
NEXT Financial Group Inc.
2022 - 2025 (3 years)
HEB Grocery Company
2016 - 2025 (9 years)
Student
1999 - 2016 (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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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