ArborFi Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
ArborFi Advisors provides comprehensive portfolio management and financial planning to individuals (including high‑net‑worth clients) as well as institutions such as trusts, foundations, and retirement plans. Services include ongoing investment management, creation of individualized investment policy statements, and retirement plan rollover recommendations where the firm acknowledges ERISA/IRC fiduciary obligations.
The firm follows a personalized, goals‑based planning process that results in written investment policy statements and emphasizes long‑term, allocation‑driven strategies using exchange‑traded funds and institutional mutual fund share classes. ArborFi explicitly incorporates behavioral‑economics concepts into asset allocation, monitors portfolios for rebalancing, and may retain individual securities when tax or other client‑specific reasons warrant.
ArborFi is a small advisory practice managing roughly $148 million for about 100 clients and generally requires a minimum relationship size for its core managed service, indicating a focus on tailored engagement. It routinely recommends and typically requires custody on the Charles Schwab institutional platform and discloses and manages a potential conflict of interest when advising clients on retirement‑account rollovers through an impartial conduct standard.
Client services
Expertise
Fee options
$0 - $999,999.99: 1.00% $1,000,000 - $4,999,999.99: 0.75% $5,000,000+: 0.50%
Account minimum: $1,000,000 Minimum fee: $10,000 annually
Main office
2395 S Huron Pkwy, Suite 101
Ann Arbor MI 48104
Advisors at this office
2
Most active in
Michigan · Texas
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
Thomas C
CFP®
Ann Arbor, MI
ArborFi Advisors, LLC
Thomas Costigan is a CFP® professional with 11 years of industry experience. He has worked at ArborFi Advisors, LLC since 2019 and previously spent 13 years at Exchange Capital Management, Inc. in Ann Arbor, MI. ArborFi Advisors offers comprehensive portfolio management and integrated financial planning primarily for individual clients, including high-net-worth households, as well as a limited number of institutional and fiduciary accounts. The firm employs a goals-based, personalized process focused on long-term, asset-allocation-driven portfolios and incorporates behavioral economics in its investment approach.
Patricia S
CFP®, Series 63, Series 65
Ann Arbor, MI
ArborFi Advisors, LLC
Patricia Slocum is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at ArborFi Advisors, LLC since 2019. Prior to this, she worked at Exchange Capital Management, Inc. for five years. She holds Series 63 and Series 65 licenses. ArborFi Advisors provides comprehensive portfolio management and integrated financial planning primarily for individual clients, including high-net-worth households, as well as a limited number of institutional and fiduciary accounts. The firm employs a goals-based, personalized investment approach emphasizing long-term, asset-allocation-driven portfolios, behavioral economics, and ongoing portfolio monitoring.
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