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Arbor Financial Services, LLC

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Client assets under management

$122,215,136

Clients

240

16% high-net worth

Advisors

4

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

60

Typical

Average account size

$509,230

About

Arbor Financial Services provides discretionary portfolio management and limited financial planning to individuals, including high‑net‑worth clients, as well as trusts and estates. The firm offers advisory services on either a bundled wrap‑fee basis or on an unbundled basis where investment advisory, brokerage, and custody are arranged separately.

Arbor manages client assets using firm-developed model portfolios and employs a mix of analytical approaches (including technical, fundamental, cyclical analysis and modern portfolio theory) to construct allocations in equities, fixed income, mutual funds and ETFs. Management is typically discretionary, and clients in model portfolios generally cede day‑to‑day security selection to the firm while retaining the ability to impose written restrictions on their accounts.

A distinctive feature is that Arbor sponsors and serves as the portfolio manager of a wrap fee program, a structure that bundles execution, custody, reporting and management into a single program and requires execution and custody through LPL Financial. The firm routinely requires clients to grant discretionary trading authority, may aggregate trades across accounts, and supplements advisory services with limited fee‑based financial planning and referral arrangements.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Wealth management Cash flow / budgeting

Fee options

Fixed

Fixed fees from $500 to $5,000 for financial planning/consulting services

Percentage

$0 - $500,000: 3.00% (Equity & Balanced Wrap Fee Program) $500,001 - $1,000,000: 2.50% (Equity & Balanced Wrap Fee Program) $1,000,001 - $2,000,000: 2.00% (Equity & Balanced Wrap Fee Program) $2,000,001+: 1.60% (Equity & Balanced Wrap Fee Program) $0 - $500,000: 1.50% (Fixed Income Wrap Fee Program) $500,001 - $1,000,000: 1.25% (Fixed Income Wrap Fee Program) $1,000,001 - $2,000,000: 1.00% (Fixed Income Wrap Fee Program) $2,000,001+: 0.75% (Fixed Income Wrap Fee Program) $0 - $500,000: 1.50% (Mutual Fund Allocation Wrap Fee Program) $500,001 - $1,000,000: 1.25% (Mutual Fund Allocation Wrap Fee Program) $1,000,001 - $2,000,000: 1.00% (Mutual Fund Allocation Wrap Fee Program) $2,000,001+: 0.75% (Mutual Fund Allocation Wrap Fee Program) $0 - $500,000: 2.00% (Equity & Balanced Non-Wrap Fee) $500,001 - $1,000,000: 1.50% (Equity & Balanced Non-Wrap Fee) $1,000,001 - $2,000,000: 1.00% (Equity & Balanced Non-Wrap Fee) $2,000,001+: 0.75% (Equity & Balanced Non-Wrap Fee) $0 - $500,000: 1.25% (Fixed Income Non-Wrap Fee) $500,001 - $1,000,000: 1.00% (Fixed Income Non-Wrap Fee) $1,000,001 - $2,000,000: 0.85% (Fixed Income Non-Wrap Fee) $2,000,001+: 0.75% (Fixed Income Non-Wrap Fee) $0 - $500,000: 1.25% (Mutual Fund Allocation Non-Wrap Fee) $500,001 - $1,000,000: 1.00% (Mutual Fund Allocation Non-Wrap Fee) $1,000,001 - $2,000,000: 0.85% (Mutual Fund Allocation Non-Wrap Fee) $2,000,001+: 0.75% (Mutual Fund Allocation Non-Wrap Fee)

Project-based

$100 to $500 per hour for financial planning/consulting services

Other

Fee-only: Fixed fees range from $500 to $5,000; hourly fees range from $100 to $500 for financial planning/consulting services

Main office location

Arbor Financial Services, LLC

2001 Butterfield Road, Suite 500

Downers Grove IL 60515, United States

Number of offices

1

Most active in

More info

Colorado · Florida · Illinois · Indiana · Michigan · Texas · Wisconsin

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Website 630-701-9080

Advisors at this firm

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user avatar

Peter C

Series 63, Series 65

Downers Grove, IL

Arbor Financial Services, LLC

Peter Claeys is a financial advisor with Arbor Financial Services, LLC in Downers Grove, IL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Arbor Financial Services since 2012 and is also involved with Profitability Concepts & Consulting, LLC, a holding company for Arbor Financial Services. Arbor Financial Services provides discretionary portfolio management and limited financial planning to individuals, including high-net-worth clients, as well as trusts and estates. The firm uses firm-developed model portfolios and a combination of analytical methods to manage client assets, typically on a discretionary basis, and offers both bundled wrap-fee and unbundled advisory services.

Wealth management Cash flow / budgeting
user avatar

Peter J

CFA®

Downers Grove, IL

Arbor Financial Services, LLC

Peter Jankovskis is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at Arbor Financial Services, LLC since 2021. He previously worked at Oakbrook Investments, LLC for 12 years. Arbor Financial Services provides discretionary portfolio management and limited financial planning primarily to individuals, including high-net-worth clients, as well as trusts and estates. The firm uses proprietary model portfolios and a combination of analytical methods to manage client assets, typically on a discretionary basis.

Wealth management Cash flow / budgeting
user avatar

Katharine S

Series 65

Downers Grove, IL

Arbor Financial Services, LLC

Katharine Schwartz is a financial advisor at Arbor Financial Services, LLC with a Series 65 designation and one year of industry experience. She previously worked at Lifestart Wellness Network for nine years before joining Arbor Financial Services. Arbor Financial Services provides discretionary portfolio management and limited financial planning to individuals, including high-net-worth clients, as well as trusts and estates. The firm uses firm-developed model portfolios and a combination of analytical approaches to manage client assets, typically on a discretionary basis.

Wealth management Cash flow / budgeting
user avatar

Paul B

Series 65

Downers Grove, IL

Arbor Financial Services, LLC

Paul Beran is a financial advisor at Arbor Financial Services, LLC in Downers Grove, Illinois, holding a Series 65 designation with 12 years of industry experience. He has been with Arbor Financial Services since 2013. Arbor Financial Services provides discretionary portfolio management and limited financial planning to individuals, including high-net-worth clients, as well as trusts and estates. The firm employs a range of analytical approaches and firm-developed model portfolios, offering services through both bundled wrap-fee programs and unbundled advisory arrangements.

Wealth management Cash flow / budgeting
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