FMA Wealth Management
46yrs
Top advisor by experience in Duxbury
1yr
Cody Mitchell Wright
Financial advisor at WH Cornerstone Investments
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office11 Washington Street, Duxbury, MA 02332
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through WH Cornerstone Investments
Financial planningInvestment management for individuals and small businessesEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Investment Adviser Law Examination
Career
- Jun 2025 – nowWH Cornerstone Investments Inc.Current firm
Questions to ask Cody
Tailored to Cody’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Cody
How do I contact Cody?
Call WH Cornerstone Investments at (888) 797-9009 and ask for Cody Mitchell Wright. Cody works from the Duxbury, MA office.
How long has Cody been a financial advisor?
Cody has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Cody hold?
Series 65. Tap any license on this page to see what it allows.
Is Cody a fiduciary?
Cody is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Cody paid?
WH Cornerstone Investments reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Cody for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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