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Cody Maschmeier

Strategic Advisers LLC
24 Years of Experience
Spokane, WA
1 DisclosureBroker
View SEC Summary
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Cody Maschmeier is a registered investment advisor at Strategic Advisers LLC, based in Spokane, WA, with 24 years of industry experience. Cody is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 2,401,763 clients with $1400B in assets under management.

Strategic Advisers LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16991 advisors
Number of Clients
2,401,763 clients
Average Client Portfolio
$570K average
Assets Under Management
$1370.1B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.85%
$100K - $250K0.80%
$250K+0.70%

Rates shown are the standard maximum gross advisory fees for plans with less than 20% employee enrollment. For plans with greater than 20% enrollment, the tiers are 0.80% for the first $100K, 0.70% for $100K-$250K, and 0.60% for assets over $250K. Fees are subject to a plan credit amount that reduces the gross fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Spokane, WA

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
March 2008
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Cody is a partner in WMW Holdings LLC, owner of Torre Tenebrosa, LLC, and member of Laguna Negra Holdings LLC and Valle Largo LLC, all related to real estate and rental properties. These activities require minimal time commitment.

Employment History
Current Registrations
Strategic Advisers LLC
March 2025 - Present · 1 yr 7 mos
Fidelity Brokerage Services LLC
September 2010 - Present · 16 yrs 1 mo
Fidelity Brokerage Services LLCBroker
September 2010 - Present · 16 yrs 1 mo
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - March 2025 · 6 yrs 8 mos
Strategic Advisers LLC
July 2013 - July 2018 · 5 yrs
Fidelity Investments Institutional Services Company, INC.Broker
June 2008 - June 2010 · 2 yrs
Wells Fargo Investments, LLC
February 2007 - April 2008 · 1 yr 2 mos
Wells Fargo Investments, LLCBroker
February 2007 - April 2008 · 1 yr 2 mos
New England Securities Corporation
May 2006 - February 2007 · 9 mos
New England SecuritiesBroker
April 2006 - February 2007 · 10 mos
Linsco/private Ledger CORP.
July 2003 - April 2006 · 2 yrs 9 mos
Linsco/private Ledger CORP.Broker
March 2003 - April 2006 · 3 yrs 1 mo
Wachovia Securities, INC.Broker
January 2002 - February 2003 · 1 yr 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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