Arbor Trust Wealth Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200⁠-⁠$400/hr

“In limited instances where a Client does not engage the Advisor for investment management services, Arbor Trust offers stand-alone financial planning and consulting services on an hourly basis at rates ranging from $200 to $400 per hour or on a fixed fee basis ranging from $2,500 to $5,000.”

Flat or project fee

$2,500⁠-⁠$5,000

From the same sentence as above.

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

How Arbor Trust Wealth Advisors, LLC bills

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

• “Fees for investment management services are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the investment advisory agreement.”
• “Fees may be negotiable at the sole discretion of the Advisor.”
• “The fee for stand-alone financial planning services may be negotiable depending on the nature and complexity of each Client’s circumstances.”

How Arbor Trust Wealth Advisors, LLC’s fees compare

• Its hourly rate of $200-$400 spans the Michigan median of $250. 61% of the 170 other Michigan planners that publish an hourly rate charge less.
• 6 of the 10 other planners in Ann Arbor that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$5,000 spans the Michigan median of $3,250. 55% of the 137 other Michigan planners that publish a flat or project fee charge less.
• 8 of the 10 other planners in Ann Arbor that publish a flat or project fee charge less.

About Arbor Trust Wealth Advisors, LLC

• Firm size: 13 employees.
• Credentials named in the brochure: CFP® and CFA.
• Registered as an adviser: 2014 (12 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.75% a year

Minimum

$10,000 minimum fee (stated in brochure)

Clients

441

Employees

13

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting

Assets managed

$611,402,502

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

169611

Website

twitter.com/arbortrust1 (opens in new tab)

Phone

(734) 389-7794

Can advise clients in 8 states: California, Florida, Illinois, Michigan, Nebraska, New Hampshire, Ohio, Texas

Other planners in Ann Arbor that publish fees

• A B L E Wealth Management Solutions LLCAnn Arbor$400/hr, $500
• Boardwalk Wealth ManagementAnn Arbor$1,000⁠-⁠$3,000, $200⁠-⁠$2,500/qtr
• Coriander Financial Group LLCAnn Arbor$300/hr
• Darden Wealth GroupAnn Arbor$400/hr, $1,500⁠-⁠$25,000/qtr
• Geddi Capital LLCAnn Arbor$3⁠-⁠$50/mo
• Grand Street Wealth Management, LLCAnn Arbor$200/hr

Compare all 21 planners in Ann Arbor