Cody Gunn
Arrowstone Wealth · Malaga, Washington
Cody Gunn is a fee-only financial advisor at Arrowstone Wealth in Malaga, Washington. Cody charges a percentage of assets and focuses on retirement planning, estate & legacy planning and family wealth transfer.
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Specialties
Who they serve
- High earners
- Pre-retirees
- Multi-generational families
Facts
| Firm | Arrowstone Wealth |
|---|---|
| Based in | Malaga, Washington |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $53.1M across 104 accounts |
| SEC registration | Investment adviser representative in TX, WA · CRD 5611255 |
| Exams passed | Series 65 (2008) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.arrowstonewealth.com |
| Profile |
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Questions about Cody
Is Cody Gunn a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Cody holds no broker registration, and Arrowstone Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Cody charge for financial advice?
Cody charges a percentage of assets.
Where is Cody Gunn based?
Cody Gunn is based in Malaga, Washington.
What does Cody specialize in?
Cody's specialties include retirement planning, estate & legacy planning and family wealth transfer. Cody works with high earners, pre-retirees and multi-generational families.
Is Cody Gunn registered with the SEC?
Yes. Cody Gunn is registered as an investment adviser representative in TX and WA (CRD 5611255), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Arrowstone Wealth manage?
Arrowstone Wealth reports $53.1M across 104 accounts in assets under management.
How do I contact Cody Gunn?
Through Cody's website, www.arrowstonewealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Arrowstone Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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