Cody Peck
Cody Peck is a registered investment advisor at Mahogany Financial Strategies LLC, based in Marana, AZ, with 3 years of industry experience. Cody operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K+ | 0.75% |
For the breakpoints of $1,000,000 and above, a client’s assets under management will be reviewed annually at which point any movement in the breakpoints would be applied for the following 12 months. The annual fee is negotiable based upon certain criteria.
Fee Estimator
Location
Marana, AZ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Cody is a board member for a private business club and the board treasurer for a non-profit. He is also a partner/owner of Network Outdoors, LLC and the owner/agent of Mahogany Insurance Strategies, LLC, where he sells life, disability, long-term care, and fixed annuities, dedicating about a quarter of his time to this.
Employment History
Current Registrations
Mahogany Financial Strategies LLC
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Iliad Wealth Solutions
Northwestern Mutual Investment Services, LLCBroker
State Registrations2 states
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.