Arbor Wealth Advisors LLC fees and pricing

Financial planner in Troy, Michigan. Registered with the SEC.

According to its Form ADV Part 2A brochure dated February 10, 2026, Arbor Wealth Advisors LLC charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $300/hr; “Fees for financial planning/consulting services are billed at an hourly rate of $300 per hour.”

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

“Arbor Wealth may request a deposit for consulting services, but in no instance will collect more than $1,200, six or more months in advance of rendering financial planning/consulting services (or Investment Management Services).”
“All fees, including the application of the minimum annual fee for portfolio management services, may be negotiable.”
“Hourly charges will be invoiced directly to clients for amounts owing.”

Its hourly rate of $300 is above the Michigan median of $250. 61% of the 170 other Michigan planners that publish an hourly rate charge less.
7 of the 13 other planners in Troy that publish an hourly rate charge less.
It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2013 (13 years).

How the firm is paid: Hourly fees, fixed or flat fees
Charges a % of assets: No
Minimum: No minimum stated in brochure
Clients: 66
Employees: 1
Works with: High net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed: $657,749,792
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 169570
Website: linkedin.com/company/arbor-wealth-advisors-llc/about (opens in new tab)
Phone: (855) 927-2679

Can advise clients in 3 states: Florida, Michigan, Texas

Is something on this page wrong or out of date?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.