ARBOR FINANCIAL PLANNING LLC

ARBOR FINANCIAL PLANNING LLC of ANN ARBOR, MI is an SEC-registered investment adviser (CRD 281317). Regulatory assets under management: $214.7M.

Registration

• CRD: 281317
• SEC file number: 801-130609
• Type: Registered investment adviser
• Location: 116 E. WASHINGTON ST. SUITE 210, ANN ARBOR, MI, 48104
• Phone: 734-761-6626
• Latest filing: 2026-03-13
• Regulatory AUM: $214.7M
• Discretionary AUM: $201.0M
• Non-discretionary AUM: $13.7M
• Clients: 3
• Accounts: 568

Business model

Compensation: Fixed.

Clients served: Individuals, High net worth, Other.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 281317 on SEC IAPD (source of record)
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