Makaella Caruth
Investment adviser representative at Isto Advisors, LLC
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Isto Advisors, LLCJun 2024 to now
- Plante MoranJan 2023 to May 2024
- Alphastar Capital MgtMay 2021 to Aug 2021
- Plante Moran Fin AdvsJul 2020 to Aug 2020
- Isto Advisors, LLCMay 2020 to Dec 2023
- Five GuysMay 2018 to Aug 2020
- Grand Valley State UniversityAug 2017 to Apr 2022
- Notre Dame PrepAug 2013 to May 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (IL, MI).
Isto Advisors, LLC
$1.1BAssets managed
404Clients
11Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7947602
- Firm CRD
- 284560