Firm
Arbor Financial Services
Downers Grove, Illinois
Fee-only
Arbor Financial Services at a glance
- One of 330 fee-only firms based in Illinois in the Wellspent graph.
- 4 advisors are listed here; 1 of 4 hold the CFA.
- Its Form ADV reports 5 employees and 240 individual clients, 38 of them high net worth.
- Its average account is about $321,000 (assets it manages divided by its 381 accounts).
Fee-only advisors in Illinois · What fee-only advisors charge in Illinois
Facts
| Based in | Downers Grove, Illinois |
|---|---|
| Website | arborfinancialservices.com |
| [email protected] | |
| Phone | (630) 701-9080 |
Arbor Financial Services fees
Arbor Financial Services doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $122 million |
| Individual clients | 202 |
| High-net-worth clients | 38 |
| Accounts managed | 381 |
| Employees | 5 |
| Planning clients | 0 |
| Registered with | The SEC (801-121507) |
| Financial planning | Offered |
| Form ADV filed | February 12, 2026 |
| SEC record | CRD 150713 |