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Arrow Financial Group

Updated today

Client assets under management

$22,000,000

Clients

25

0% high-net worth

Advisors

4

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

6

Very Low

Average account size

$880,000

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

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Wealth management Real estate investing Retirement plans for business owners (SEP, solo 401k)

Fee options

Fixed

Negotiated fixed fees for specific financial planning tasks or retirement plan consulting

Percentage

$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%

Commissions

Advisory Representatives are also Registered Representatives and may receive commissions on securities and insurance products sold

Project-based

Financial planning and retirement plan consulting at $175/hour

Other

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 location

Arrow Financial Group

31800 Northwestern Highway, Suite 300

Farmington Hills MI 48334, United States

Number of offices

2

Most active in

Michigan

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

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.

Wealth management Real estate investing Retirement plans for business owners (SEP, solo 401k)
user avatar

Susan H

CFP®, Series 63

Farmington Hills, MI

Arrow Financial Group

Susan Hodess is a CFP® with 42 years of industry experience and is affiliated with Arrow Financial Group in Farmington Hills, MI. She has worked with Arrow Financial Group and Arrow Investment Management since 2009 and also owns Capital Consulting Group, a sole proprietorship through which she has been a licensed insurance agent for over 30 years. Hodess serves as a board member of the nonprofit Hebrew Free Loan. 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.

Wealth management Real estate investing Retirement plans for business owners (SEP, solo 401k)
user avatar

Kent B

CFP®, Series 63, Series 65

Farmington Hills, MI

Arrow Financial Group

Kent Bowman is a CFP® professional with 41 years of industry experience, currently serving at Arrow Financial Group since 2001. He holds Series 63 and Series 65 licenses and has ownership roles in multiple related entities, including Arrow Risk Management, an insurance agency. Bowman is also involved in community organizations, serving on the boards of Flyfishers International–Great Lakes Council and the Ausable Artisan Village. 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 platforms while maintaining a small advisory team and client roster.

Wealth management Real estate investing Retirement plans for business owners (SEP, solo 401k)
user avatar

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.

Wealth management Real estate investing Retirement plans for business owners (SEP, solo 401k)
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