Cody
Makela
Arlington Financial Advisors, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Cody Makela is a certified financial planner based in Santa Barbara, California, with a total of 6 years of relevant experience. Makela is an advisor for Arlington Financial Advisors, LLC. Their career trajectory has included roles at Charles Schwab & Co., Inc, Charles Schwab Bank, Wells Fargo Advisors Financial Network, LLC, Purshe Kaplan Sterling Investments and Arlington Financial Advisors, LLC. Makela maintains a Series 63 license, qualifying them as a securities broker, and is able to advise clients in California. Arlington Financial Advisors, LLC is a financial advisory firm headquartered in Santa Barbara, CA. It controls $741 million in total assets among its 1,627 customer accounts, making it one of the larger investment advisory firms in the United States by assets under management. Of its 1,627 accounts, 86% belong to high-net-worth individuals who have at least $1 million in investable assets. Arlington Financial Advisors, LLC offers a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fees depend on the services. Fee types charged by Arlington Financial Advisors, LLC may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Arlington Financial Advisors, LLC Brokerage Details
$740,660,000
10
1,627
$455,230
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Cody Makela Work History
Cody has been registered as a financial advisor for 6 years.*
Arlington Financial Advisors, LLC
Purshe Kaplan Sterling Investments
Wells Fargo Advisors Financial Network, LLC
Charles Schwab & Co., Inc
Charles Schwab Bank
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Cody Makela to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Arlington Financial Advisors, LLC
Santa Barbara, CA
Santa Barbara, CA
Santa Barbara, CA
Santa Barbara, CA
Santa Barbara, CA
Santa Barbara, CA
Santa Barbara, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
