West Arbor Solutions, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“ONE-TIME FINANCIAL PLANNING/CONSULTING WAS charges either an hourly fee of $250 or a negotiable fixed fee for one-time financial planning services between $1,500 and $3,000 dependent upon the complexity of the Client’s specific situation.”

Flat or project fee

$1,500⁠-⁠$3,000

From the same sentence as above.

Monthly fee

$625/mo

“ONGOING FINANCIAL PLANNING Ongoing financial planning consists of an ongoing fee that is paid monthly, in arrears, at a rate of $625 per month.”

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

How West Arbor Solutions, LLC bills

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

• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “Upon termination of the Agreement, the fee will be prorated and any unpaid earned fees will be due to WAS.”
• “The Client must consent in advance to direct debiting of their investment account.”

How West Arbor Solutions, LLC’s fees compare

• Its hourly rate of $250 matches the Michigan median of $250. 38% of the 170 other Michigan planners that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$3,000 is below the Michigan median of $3,250. 35% of the 137 other Michigan planners that publish a flat or project fee charge less.

About West Arbor Solutions, LLC

• Firm size: 2 employees.
• Registered as an adviser: 2022 (4 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

2% a year

Clients

59

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

$23,680,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

320961

Website

westarborsolutions.com (opens in new tab)

Phone

(260) 415-1495

Can advise clients in 2 states: Indiana, Michigan

Other planners in Michigan that publish fees

• 320 Life Financial PlanningHolland$250/hr
• 46 and 2 Investment Advisors, LLCTraverse City$200/hr
• 4Square Advisory Services, Inc.Fenton$150/hr, Up to $1,500
• A B L E Wealth Management Solutions LLCAnn Arbor$400/hr, $500
• Advance Wealth Management Service, LLCGrand Rapids$300/hr, $5,000
• Advisory Advocates LLCGrand Rapids$250⁠-⁠$1,500

Compare all 406 planners in Michigan