Cody Makela
Cody Makela is a CFP-designated registered investment advisor at Arlington Financial Advisors, LLC, based in Santa Barbara, CA, with 15 years of industry experience. Cody operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 631 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Arlington Financial Advisors offers investment management through a wrap fee program. Details about the fees can be found in the Wrap Fee Program Brochure. Clients can also receive standalone financial planning and consulting services for an hourly or flat fee.
Location
100 E. De La Guerra St, Santa Barbara, CA, 93101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Arlington Financial Advisors, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Wells Fargo Advisors Financial Network, LLCBroker
Charles Schwab & CO., INC.Broker
State Registrations1 state
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.