Arbor Financial Services, LLC fees
Financial planner in Downers Grove, Illinois. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 12, 2026, Arbor Financial Services, LLC (Downers Grove, IL) charges $100-$500 an hour and a flat or project fee of $500-$5,000 for financial planning.
- Website: arborfinancialservices.com (opens in new tab)
- Call (630) 701-9080
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 12, 2026. Fees can change.
- Hourly rate
- $100-
$500/hr Runs from below the Illinois median of $275 to above it.
“Currently, fixed fees range from $500 to $5,000 and hourly fees range from $100 to $500.”
- Flat or project fee
- $500-
$5,000 Runs from below the Illinois median of $4,975 to above it.
From the same sentence as above.
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 5 employees
How Arbor Financial Services, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “If you have pre-paid advisory fees that we have not yet earned, you will receive a prorated refund of those fees.”
- “Our financial planning fees are negotiable and payable on completion of the contracted services.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 240
- 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
- $122 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of February 12, 2026
- CRD number
- 150713 (opens in new tab)
- Phone
- (630) 701-9080
Registered or notice filed in 7 states: Colorado, Florida, Illinois, Indiana, Michigan, Texas, Wisconsin
Other planners in Downers Grove that publish fees
- Capstone Financial Advisors IncDowners GroveHourly $150-$400/hr, Flat $1,000-$30,000
- Clement Street Capital LLCDowners GroveHourly $300/hr
- JMG Financial Group LtdDowners GroveHourly $100-$600/hr, Flat $10,000-$50,000
- Opus Financial Solutions LLCDowners GroveHourly $350/hr, Quarterly $2,500/qtr
More planners in Illinois that publish fees
- Whole Picture Wealth Management LLCOrland ParkHourly $250/hr, Flat $2,000-$10,000
- LincolnBridge Financial Planning, LLCOglesbyFlat up to $10,000
- Wheel Advisors LLCOak ParkHourly $200/hr
- Wisdom InvestmentsHoffman EstatesHourly $250/hr, Flat $4,000
- Stone Island Financial PlanningNapervilleHourly $300-$500/hr
- Arena Private WealthChicagoHourly $250/hr
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.