Advisor at Mahogany Financial Strategies LLC
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Firm
Mahogany Financial Strategies LLC
Location
Marana, AZ
Credentials
Series 63, Series 65
Industry experience
3 years
Cody Peck is a financial advisor at Mahogany Financial Strategies LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Mass Mutual Investors Services and Iliad Wealth Solutions. Outside of his advisory work, he serves as a board member for Sands Club, a private business club, and as treasurer of Reach for the Stars, a nonprofit focused on youth mental health and STEM education. He is also a partner in Network Outdoors, LLC, a company that supports networking for outdoorsmen. Mahogany Financial Strategies provides investment management and retirement-plan consulting primarily for qualified retirement plans and institutional clients. The firm offers tailored investment programs and serves in both limited-scope 3(21) fiduciary and discretionary 3(38) investment manager roles, combining pension consulting with direct advisory services at a small, recently established scale.
Based on Mahogany Financial Strategies LLC
Based on Mahogany Financial Strategies LLC
Comprehensive financial planning services charged between $5,000 and $40,000 flat fee; ongoing financial planning fixed annual fee ranging from $4,000 to $30,000 initially, then 50% of initial fee thereafter.
$0 - $500,000: 1.00% annually $500,000.01 - $999,999.99: 0.75% annually $1,000,000 - $1,999,999.99: Flat $5,000 annually $2,000,000 - $2,999,999.99: Flat $7,500 annually $3,000,000 - $3,999,999.99: Flat $10,000 annually $4,000,000 - $4,999,999.99: Flat $12,500 annually $5,000,000+: Flat $20,000 annually
Investment Advisor Representatives receive commissions on insurance products separately through affiliated insurance agency.
$400 per hour for financial consulting services.
Ongoing financial planning fixed annual fee paid monthly or quarterly in arrears.
Fee-only: Asset management fees only; no commissions on asset management services.
Marana, AZ
Arizona · Texas
Mahogany Financial Strategies LLC
2025 - Present (1 year)
Mahogany Financial Strategies LLC
2025 - Present (1 year)
Mahogany Insurance Strategies, LLC
2025 - Present (1 year)
Mass Mutual Investors Services
2023 - 2025 (2 years)
Iliad Wealth Solutions
2022 - 2023 (1 year)
Northwestern Mutual
2021 - 2022 (1 year)
Cody Peck, Sole Proprietor
2021 - 2025 (4 years)
Uline
2019 - 2021 (2 years)
Amazon
2017 - 2019 (2 years)
Prometric
2010 - 2017 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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.
Series 63, Series 65
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PFS™, Series 66
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