Patricia Slocum
ArborFi Advisors · Ann Arbor, Michigan
Patricia Slocum is a fee-only financial advisor at ArborFi Advisors in Ann Arbor, Michigan, who holds the CFP credential. Patricia focuses on family wealth transfer. ArborFi Advisors reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | ArborFi Advisors |
|---|---|
| Based in | Ann Arbor, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $148.4M across 362 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MI, TX · CRD 2592525 |
| Exams passed | Series 63 (1997) · Series 65 (2017) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.arborfi.com |
| Profile |
How Patricia's firm compares
- ArborFi Advisors's average account is about $410,000, from its Form ADV (assets managed divided by 362 accounts).
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Questions about Patricia
Is Patricia Slocum a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Patricia holds no broker registration, and ArborFi Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Patricia charge for financial advice?
Patricia's firm, ArborFi Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Patricia Slocum based?
Patricia Slocum is based in Ann Arbor, Michigan.
What does Patricia specialize in?
Patricia's specialties include family wealth transfer. Patricia works with multi-generational families.
What credentials does Patricia Slocum hold?
Patricia Slocum holds the CFP credential.
Is Patricia Slocum registered with the SEC?
Yes. Patricia Slocum is registered as an investment adviser representative in MI and TX (CRD 2592525), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does ArborFi Advisors manage?
ArborFi Advisors reports $148.4M across 362 accounts in assets under management.
How do I contact Patricia Slocum?
Through Patricia's website, www.arborfi.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
- ArborFi Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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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