Sonia Patel
Arbor Trust Wealth Advisors · Ann Arbor, Michigan
Sonia Patel is a fee-only financial advisor at Arbor Trust Wealth Advisors in Ann Arbor, Michigan, who holds the CFA 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 | CFA |
| SEC registration | Investment adviser representative in MI · CRD 3157909 |
| Exams passed | Series 63 (1998) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.arbortrust.com |
| Profile |
How Sonia'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 Sonia
Is Sonia Patel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sonia 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 Sonia charge for financial advice?
Sonia's firm, Arbor Trust Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Sonia Patel based?
Sonia Patel is based in Ann Arbor, Michigan.
What credentials does Sonia Patel hold?
Sonia Patel holds the CFA credential.
Is Sonia Patel registered with the SEC?
Yes. Sonia Patel is registered as an investment adviser representative in MI (CRD 3157909), 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 Sonia Patel?
Through Sonia'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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