Peter Claeys
Arbor Financial Services · Downers Grove, Illinois
Peter Claeys is a fee-only financial advisor at Arbor Financial Services in Downers Grove, Illinois. Peter focuses on small business owners. Arbor Financial Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
Facts
| Firm | Arbor Financial Services |
|---|---|
| Based in | Downers Grove, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $122.2M across 381 accounts |
| SEC registration | Investment adviser representative in IL, TX · CRD 1631691 |
| Exams passed | Series 63 (1987) · Series 65 (1992) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.arborfinancialservices.com |
How Peter's firm compares
- Arbor Financial Services's average account is about $321,000, from its Form ADV (assets managed divided by 381 accounts).
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Questions about Peter
Is Peter Claeys a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Peter holds no broker registration, and Arbor Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Peter charge for financial advice?
Peter's firm, Arbor Financial Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Peter Claeys based?
Peter Claeys is based in Downers Grove, Illinois.
What does Peter specialize in?
Peter's specialties include small business owners. Peter works with founders.
Is Peter Claeys registered with the SEC?
Yes. Peter Claeys is registered as an investment adviser representative in IL and TX (CRD 1631691), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Arbor Financial Services manage?
Arbor Financial Services reports $122.2M across 381 accounts in assets under management.
How do I contact Peter Claeys?
Through Peter's website, www.arborfinancialservices.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
- Arbor Financial Services 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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