Arbor Trust Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Arbor Trust provides discretionary investment management, financial planning, retirement-plan advisory, and trust and estate settlement support. The firm serves individuals and high‑net‑worth clients and also works with institutional account types including charitable organizations, businesses, retirement plans, and state or municipal entities, as well as 403(b) accounts for universities and hospitals.
The firm constructs customized, primarily long‑term portfolios using fundamental analysis and a mix of individual equities, fixed income, mutual funds and ETFs, with occasional use of REITs and limited partnerships. Accounts are managed on an ongoing discretionary basis with regular monitoring and periodic reviews, and the firm relies on institutional custodial and proxy‑voting arrangements to implement and oversee client accounts.
Noteworthy features include managing over $600 million of client assets while operating with a compact advisory staff, resulting in an unusually high level of assets per advisor compared with many peers. Arbor Trust also coordinates trust fiduciary and estate settlement services with a third‑party trust bank and can introduce clients to securities‑backed lending facilities, capabilities that are less common among similar firms.
Client services
Expertise
Occupation focus
Fee options
Fixed fee financial planning and consulting services range from $2,500 to $5,000
$0 - $100,000: 1.75% $100,001 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.90% Above $3,000,000+: 0.80%
Hourly financial planning and consulting fees range from $200 to $400 per hour
Account minimum: $300,000 Minimum fee: Minimum relationship fee of $5,000 for investment management services Fee-only: Investment management fees paid quarterly in advance; hourly financial planning fees $200-$400/hr; fixed financial planning fees $2,500-$5,000
Main office
825 Victors Way, Suite 150
Ann Arbor MI 48108
Advisors at this office
3
Most active in
California · Florida · Illinois · Michigan · Nebraska · New Hampshire · Ohio · Texas
Also doing business as
Arbor Trust Wealth Advisors, LLC · Edith Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Andrew S
CFP®, Series 66
Ann Arbor, MI
Arbor Trust Wealth Advisors, LLC
Andrew Settecerri is a CFP® and holds a Series 66 license with seven years of experience in financial advising. He is currently part of the team at Arbor Trust Wealth Advisors, LLC, where he has worked since 2021. His prior experience includes roles at Fidelity Investments, Purshe Kaplan Sterling Investments, Integrated Capital Management, and involvement with the Top 50 Junior Golf Tour. Arbor Trust Wealth Advisors provides discretionary investment management, financial planning, retirement-plan advisory, and trust and estate settlement support. The firm serves individuals, high-net-worth clients, and various institutional account types, using customized, primarily long-term portfolios with a mix of individual equities, fixed income, mutual funds, ETFs, and occasional REITs and limited partnerships.
Sonia P
CFA®, Series 63
Ann Arbor, MI
Arbor Trust Wealth Advisors, LLC
Sonia Patel is a CFA® charterholder with eight years of industry experience, currently serving at Arbor Trust Wealth Advisors, LLC since 2023. Prior to joining Arbor Trust, she worked for twelve years at Bank of Ann Arbor. She is a member of the Investment and Finance Committee at the Ann Arbor Area Community Foundation. Arbor Trust Wealth Advisors provides discretionary investment management, financial planning, retirement-plan advisory, and trust and estate settlement services. The firm serves individuals, high-net-worth clients, and institutional accounts, constructing customized long-term portfolios using fundamental analysis and a mix of equities, fixed income, mutual funds, ETFs, and occasionally REITs and limited partnerships.
James W
CFP®, Series 63, Series 65, Series 66
Ann Arbor, MI
Arbor Trust Wealth Advisors, LLC
James Winslow is a CFP® credentialed financial advisor with Arbor Trust Wealth Advisors, LLC in Ann Arbor, MI, bringing 26 years of industry experience. He has been with Arbor Trust since 2014, having also worked at Purshe Kaplan Sterling Investments, Inc. from 2014 to 2022. Outside of his advisory role, Winslow serves on the finance committee of the Foundation for Saline Area Schools and is a licensed insurance agent focusing on life, disability, and long-term care insurance. Arbor Trust Wealth Advisors provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and various institutional accounts. The firm constructs customized, long-term portfolios using fundamental analysis across multiple asset classes and manages over $600 million in client assets with a compact advisory team.
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