Andrew Settecerri
Arbor Trust Wealth Advisors · Ann Arbor, Michigan
Andrew Settecerri is a fee-only financial advisor at Arbor Trust Wealth Advisors in Ann Arbor, Michigan, who holds the CFP credential. Arbor Trust Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Arbor Trust Wealth Advisors |
|---|---|
| Based in | Ann Arbor, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $611.4M across 1,295 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MI · CRD 6866102 |
| Exams passed | Series 66 (2019) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.arbortrust.com |
| Profile |
How Andrew's firm compares
- Arbor Trust Wealth Advisors's average account is about $472,000, from its Form ADV (assets managed divided by 1,295 accounts).
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Questions about Andrew
Is Andrew Settecerri a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and Arbor Trust Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Andrew charge for financial advice?
Andrew's firm, Arbor Trust Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Andrew Settecerri based?
Andrew Settecerri is based in Ann Arbor, Michigan.
What credentials does Andrew Settecerri hold?
Andrew Settecerri holds the CFP credential.
Is Andrew Settecerri registered with the SEC?
Yes. Andrew Settecerri is registered as an investment adviser representative in MI (CRD 6866102), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Arbor Trust Wealth Advisors manage?
Arbor Trust Wealth Advisors reports $611.4M across 1,295 accounts in assets under management.
How do I contact Andrew Settecerri?
Through Andrew's website, www.arbortrust.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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