Arrow Financial Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
ARROW Investment Management, LLC provides investment management, financial planning and retirement-plan consulting to individuals, corporations, foundations and employee benefit plans. The firm operates with a small advisory team and a compact client roster and does not specialize in high‑net‑worth clientele.
The firm implements personalized, risk‑adjusted asset allocation models that span more than 15 asset classes and combines fundamental and technical analysis in portfolio construction. It offers multiple delivery platforms — including advisor‑managed portfolios, model portfolios, SMA/UMA solutions and wrap‑fee options — and manages portfolios using mutual funds, ETFs, individual securities and variable sub‑accounts while custodial assets remain with third‑party custodians.
ARROW maintains affiliations with a broker‑dealer and with affiliated insurance and advisory entities, and its advisors are registered representatives and licensed insurance agents, which enables the firm to offer both advisory and commissionable brokerage or insurance products. It also provides pension consulting services to municipal and employer plans and participates in wrap‑fee programs, features that are less common among similarly sized supported firms.
Client services
Expertise
Fee options
Negotiated fixed fees for specific financial planning tasks or retirement plan consulting
$50,000 - $99,999: 2.50% $100,000 - $249,999: 2.50% $250,000 - $499,999: 2.25% $500,000 - $749,999: 2.00% $750,000 - $1,249,999: 1.75% $1,250,000 - $1,999,999: 1.50% $2,000,000 - $4,999,999: 1.25% $5,000,000 - $24,999,999: 1.25% $25,000,000+: 1.00%
Advisory Representatives are also Registered Representatives and may receive commissions on securities and insurance products sold
Financial planning and retirement plan consulting at $175/hour
Account minimum: $25,000 Fee-only: Financial planning billed at $175/hour or negotiated fixed fee; Retirement plan consulting billed at $175/hour, negotiated fixed fee, or percentage of plan assets
Main office
31800 Northwestern Highway, Suite 300
Farmington Hills MI 48334
Advisors at this office
5
Most active in
Michigan
Also doing business as
Arrow Financial Group · Arrow Financial Solutions, Plc · Arrow Investment Management · Arrow Investment Management, LLC · Do It Yourself Retirement Planning · The 401 K Fixers
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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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.
Forms ADV
Advisors at this firm
Kevin H
Series 63, Series 65
Farmington Hills, MI
Arrow Financial Group
Kevin Hurley is a financial advisor with Arrow Financial Group in Farmington Hills, MI, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He is owner and partner of HFG Benefits LLC, which provides business and individual insurance solutions. Hurley has been associated with Royal Alliance Associates since 2003 and operates Hurley Financial Group LLC as a holding company for his insurance business. Arrow Investment Management, LLC offers investment management, financial planning, and retirement-plan consulting to individuals, corporations, foundations, and employee benefit plans. The firm employs personalized, risk-adjusted asset allocation models across multiple asset classes and combines fundamental and technical analysis in portfolio construction.
Susan H
CFP®, Series 63
Farmington Hills, MI
Arrow Financial Group
Susan Hodess is a CFP® with 42 years of experience in financial services. She has been affiliated with Arrow Financial Group and Arrow Investment Management since 2009, and she has operated her own sole proprietorship, Capital Consulting Group, since 1985. Hodess is a licensed insurance agent and is also a board member of the non-profit Hebrew Free Loan. Arrow Investment Management provides investment management, financial planning, and retirement-plan consulting to individuals, corporations, foundations, and employee benefit plans. The firm serves a select client base using personalized, risk-adjusted asset allocation models across multiple asset classes and combines fundamental and technical analysis in portfolio construction.
Kent B
CFP®, Series 63, Series 65
Farmington Hills, MI
Arrow Financial Group
Kent Bowman is a CFP® professional with 42 years of experience in the financial services industry. He has been with Arrow Financial Group since 2001 and is a principal at several affiliated firms, including Arrow Investment Management, LLC. Outside of his advisory work, he serves on the boards of two nonprofit organizations focused on environmental conservation and the arts. Arrow Investment Management, LLC provides investment management, financial planning, and retirement-plan consulting to individuals, corporations, foundations, and employee benefit plans. The firm uses risk-adjusted, multi-asset allocation models and offers a variety of portfolio management platforms while maintaining a small advisory team and client base.
Kent C
Series 63, Series 65
Farmington Hills, MI
Arrow Financial Group
Kent Commer is a financial professional with 33 years of industry experience, currently affiliated with Arrow Financial Group. He holds Series 63 and Series 65 licenses and has worked at Arrow Investment Management LLC since 2010, with prior experience at Royal Alliance Associates, Inc. and Essex Financial Group. Outside of his advisory work, Commer serves as clerk for the First Church of Christ, Scientist, and holds nonprofit roles including secretary/treasurer of the Grosse Pointe Ministerial Association and secretary of the Lakshore Optimist Club & Fund. Arrow Investment Management, LLC provides investment management, financial planning, and retirement-plan consulting to individuals, corporations, foundations, and employee benefit plans. The firm uses personalized, risk-adjusted asset allocation models across more than 15 asset classes and offers multiple portfolio delivery platforms while maintaining a small advisory team and client roster.
Stephanie R
Series 66
Farmington Hills, MI
Arrow Financial Group
Stephanie Rose is a financial advisor at Arrow Financial Group with a Series 66 designation and one year of industry experience. Prior to joining Arrow Financial Group, she worked at Northwestern Mutual and OSAIC Wealth, Inc. Outside of finance, she operates a pharmaceutical courier delivery service as a secondary source of income. Arrow Investment Management, LLC provides investment management, financial planning, and retirement-plan consulting to individuals, corporations, foundations, and employee benefit plans. The firm uses personalized, risk-adjusted asset allocation models across more than 15 asset classes and offers various portfolio management solutions through multiple delivery platforms.
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