West Arbor Solutions, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
West Arbor Solutions serves individual and high‑net‑worth clients as well as trusts, estates and charitable organizations, offering discretionary portfolio management alongside ongoing and one‑time financial planning. The firm also provides business consulting and sells insurance products through an affiliated insurance agency.
Portfolios are managed under discretionary authority and tailored to each client’s stated goals, time horizon and risk tolerance, with periodic reviews, rebalancing and monitoring to address market and tax considerations. Financial planning engagements range from one‑time analyses to ongoing plans with regular updates, and the firm recently added hourly consulting services.
Distinctive for a firm of its size, the managing member maintains an affiliated insurance agency and is a licensed insurance agent — a practice that is uncommon among peers and that the brochure identifies as a potential conflict of interest mitigated by disclosures and the firm’s fiduciary procedures. The firm operates with a small advisory team and modest client base and also discloses the principal’s concurrent business‑consulting activities and rental property interests as outside business activities.
Client services
Expertise
Fee options
$1,500 to $3,000 for one-time financial planning/consulting (negotiable)
2.0% annually (negotiable)
$250 per hour (negotiable)
$625 per month ongoing financial planning fee (negotiable)
Account minimum: $500,000
Main office
Petoskey MI
Advisors at this office
2
Most active in
Indiana · 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Forms ADV
Quick links
Advisors at this firm
Michael H
Series 65
Petoskey, MI
West Arbor Solutions, LLC
Michael Holifield is a financial advisor at West Arbor Solutions, LLC in Petoskey, MI, holding a Series 65 license with four years of industry experience. His prior work includes roles at Shindigz and Levitate, where he serves as COO and VP of Business Development providing consulting for a strategic communications agency. In addition to his advisory role, Holifield provides business consulting services. West Arbor Solutions serves individual and high-net-worth clients, as well as trusts, estates, and charitable organizations, offering discretionary portfolio management and financial planning. The firm incorporates insurance sales and business consulting through affiliated entities and tailors portfolios to clients’ goals, risk tolerance, and time horizons.
Kyle A
Series 65
Petoskey, MI
West Arbor Solutions, LLC
Kyle Arnold is a financial advisor at West Arbor Solutions, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at Horter Investment Management and Sinclair Broadcast Group. Outside of his advisory role, Arnold owns and operates Kyle Arnold Investments, where he provides life insurance and annuity sales and service. West Arbor Solutions offers discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm emphasizes portfolio construction based on client goals, time horizon, and risk tolerance, using fundamental analysis and a mix of investment strategies under discretionary authority.
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