Arbor Investment Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$3,000⁠-⁠$7,000

“Registrant’s planning and consulting fees are negotiable, but generally range from a flat fee of $3,000 to $7,000, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).”

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

How Arbor Investment Advisors bills

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

• “In the limited event that the Registrant bills the client directly, payment is due upon receipt of the Registrant’s invoice.”
• “Registrant's annual investment advisory fee shall be prorated and paid quarterly, in advance, based upon the market value of the assets on the last business day of the previous quarter.”
• “Upon termination, the Registrant shall refund the pro-rated portion of the advanced advisory fee paid based upon the number of days remaining in the billing quarter.”

How Arbor Investment Advisors’ fees compare

• Its flat or project fee of $3,000-$7,000 spans the North Carolina median of $4,800. 51% of the 172 other North Carolina planners that publish a flat or project fee charge less.
• 2 of the 3 other planners in Winston Salem that publish a flat or project fee charge less.

About Arbor Investment Advisors

• Firm size: 8 employees.
• Registered as an adviser: 2001 (25 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Minimum

$1,000,000 in assets (stated in brochure)

Clients

471

Employees

8

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, newsletters and publications, and other services

Assets managed

$1,288,361,286

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

111077

Website

arborinvest.com (opens in new tab)

Phone

(336) 777-1677

Can advise clients in 10 states: California, Colorado, Florida, Georgia, North Carolina, New Hampshire, Pennsylvania, South Carolina, Tennessee, Texas

Other planners in Winston Salem that publish fees

• Accruent Wealth AdvisorsWinston-salem$950⁠-⁠$1,500, $400/qtr
• Cassia Capital Partners LLCWinston Salem$325/hr
• Darda FinancialWinston-salem$150/hr
• Horizon Financial Services, LLCWinston Salem$150/hr
• Resolved FinancialWinston Salem$400
• Scholar Financial Advising, LLCWinston-salem$385/hr, $7,000

Compare all 16 planners in Winston Salem