Arbor Wealth Management, LLC fees and pricing

Financial planner in Tempe, Arizona. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 13, 2026, Arbor Wealth Management, LLC charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “AWM charges an hourly rate of $250 for the client’s initial financial plan.”

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

“These fees are negotiable, and the final fee schedule is attached as Exhibit II of the Investment Advisory Contract.”
“The fees are negotiable based on competition in the industry, family, friends, households, and referrals.”
“Clients may terminate the agreement without penalty, for full refund of AWM’s fees, within five business days of AWM signing the Investment Advisory Contract.”

Its hourly rate of $250 is below the Arizona median of $275. 32% of the 195 other Arizona planners that publish an hourly rate charge less.
1 of the 3 other planners in Tempe that publish an hourly rate charge less.

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% a year
Clients: 111
Employees: 2
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $138,051,761
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 168774
Website: FACEBOOK.COM/ArborWMAZ (opens in new tab)
Phone: (480) 818-8300

Can advise clients in 3 states: Arizona, Texas, Utah

Is something on this page wrong or out of date?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