# James Winslow

> James Winslow 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.

Page: https://find.wellspent.co/advisors/james-winslow/
Built from SEC adviser records; last checked October 30, 2026.

## 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 (firm):** $611.4M across 1,295 accounts
- **Credentials:** CFP
- **CRD:** 3226077 (https://adviserinfo.sec.gov/individual/summary/3226077)
- **SEC registration:** Investment adviser representative in MI, TX
- **Exams passed:** Series 63 (1999), Series 65 (1999), Series 66 (2003)
- **Firm size:** 13 employees
- **Disclosures:** None reported
- **Website:** https://www.arbortrust.com

## Frequently asked questions

### Is James Winslow a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: James 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 James charge for financial advice?

James's firm, Arbor Trust Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is James Winslow based?

James Winslow is based in Ann Arbor, Michigan.

### What credentials does James Winslow hold?

James Winslow holds the CFP credential.

### Is James Winslow registered with the SEC?

Yes. James Winslow is registered as an investment adviser representative in MI and TX (CRD 3226077), 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 James Winslow?

Through James's website, www.arbortrust.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3226077): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.