Arbor Family Wealth Advisors, Inc. fees and pricing
Financial planner in Lodi, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 4, 2026, Arbor Family Wealth Advisors, Inc. charges a flat or project fee of $25,000-$50,000 and an annual fee of $25,000-$75,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 4, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $25,000-$50,000
“Fees for assessment services and projects generally range from $25,000 to $50,000.”
- Annual fee
- $25,000-$75,000/yr
“Fees for ongoing consulting services generally range from $25,000 to $75,000 per year.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Arbor Family Wealth Advisors, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees will be paid upfront, or one-half upfront with the remaining balance due upon completion of the project as agreed between Arbor Family Wealth and you.”
- “Upon termination, fees will be pro-rated to the date of termination and an invoice provided.”
- “If the fees due are less than the deposited amount, a refund will be made.”
How Arbor Family Wealth Advisors, Inc.’s fees compare
- Its flat or project fee of $25,000-$50,000 is above the California median of $5,000. 96% of the 796 other California planners that publish a flat or project fee charge less.
- Its annual fee of $25,000-$75,000 is above the California median of $6,250. 97% of the 224 other California planners that publish an annual fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Arbor Family Wealth Advisors, Inc.
“We will work with the client and other advisors to develop ideas, strategies and processes relating to the client’s financial circumstances. ► Wealth Management Project Consultation includes providing specific assistance to clients and clients’ other advisors on implementing a specific planning strategy as agreed…”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2008 (18 years).
Planning areas mentioned in the brochure
- Tax planning
- Estate planning
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 142270
- Phone
- (209) 333-9990
Other planners in Lodi that publish fees
- Aspire Advisory ServicesLodi$80/hr
- Mccann Investment Management LLCLodi$200/hr
- 10/28 Wealth Management LLCOceanside$300/hr, $500-$10,000
- 360DividendsGranite Bay$300/hr, $2,500-$10,000
- 3D Holistic WealthIrvine$300/hr, $1,500-$10,000
- 401 FinancialSan Diego$250/hr, $500
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.