Mahogany Financial Strategies LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“Financial Consulting Services are offered based on an hourly fee of $400 per hour.”

Flat or project fee

$5,000⁠-⁠$40,000

“Comprehensive Financial Planning Services are offered based on a flat fee between $5,000 and $40,000.”

Annual fee

$4,000⁠-⁠$30,000/yr

“The fixed annual fee for the initial year engagement ranges from $4,000 to $30,000 and is paid monthly or quarterly in arrears.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Mahogany Financial Strategies LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are billed monthly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous billing period.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “Should the client terminate the advisory agreement with MFS before the finalized financial plan is delivered, they will be entitled to a pro-rata refund of the initial fee paid, based on how many hours of work MFS has done on the plan at a rate of $400/hr.”

How Mahogany Financial Strategies LLC’s fees compare

• Its hourly rate of $400 is above the Arizona median of $275. 79% of the 195 other Arizona planners that publish an hourly rate charge less.
• Its flat or project fee of $5,000-$40,000 is above the Arizona median of $3,100. 95% of the 164 other Arizona planners that publish a flat or project fee charge less.
• Its annual fee of $4,000-$30,000 spans the Arizona median of $10,000. 79% of the 43 other Arizona planners that publish an annual fee charge less.

About Mahogany Financial Strategies LLC

• Principal: Cody Peck
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Estate planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

25

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$485,770

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

335547

Phone

(520) 262-9968

Can advise clients in 2 states: Arizona, Texas

Other planners in Marana that publish fees

• Buttonwood Advisors, LLCMarana$5,000
• Jain WealthonomicsMarana$300/hr
• 21:5 Advisors, LLCPeoria$500/hr
• 212 Wealth ManagementScottsdale$250/hr
• 3Roots Wealth Partners LLCScottsdale$400/hr, $5,000⁠-⁠$20,000
• 49TH Parallel Wealth ManagementScottsdale$399/hr, $1,500

Compare all 3 planners in Marana