Arbor Financial Planning offers financial planning and investment management services to individuals and families. They help clients identify and achieve their financial goals by reviewing their current financial situation, risk tolerance, and short and long-term goals. Arbor Financial Planning does not sell insurance or investment products and operates as a fee-only firm.
Assets Under Management$180M
Clients69
Advisors2
Avg. per Client$2.5M
Avg. per Advisor$88M
Fee Structure
Planning is included in investment management
Arbor Financial Planning provides financial planning and investment management for a fixed annual fee, based on income, net worth, and the complexity of the client's situation. The fee covers ongoing financial guidance and investment management. There are no separate fees based on the amount of your portfolio.
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