West Arbor Solutions, LLC

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Client assets under management

$23,680,000

Clients

17% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Low

Average account size

$401,356

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

Financial planning Portfolio management

Expertise

General retirement planning Income planning Tax-loss harvesting Active portfolio management

Fee options

Fixed

$1,500 to $3,000 for one-time financial planning/consulting (negotiable)

Percentage

2.0% annually (negotiable)

Project-based

$250 per hour (negotiable)

Subscriptions

$625 per month ongoing financial planning fee (negotiable)

Other

Account minimum: $500,000

Main office location

West Arbor Solutions, LLC

Petoskey MI, United States

Number of offices

Most active in

Michigan · Texas

Disclosures

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:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Website 260-415-1495

Advisors at this firm

Michael H

Series 65

Petoskey, MI

West Arbor Solutions, LLC

Michael Holifield is a Series 65-licensed advisor with West Arbor Solutions, LLC in Petoskey, MI, and has three years of industry experience. His prior work includes roles at Shindigz and Levitate, where he serves as COO and VP of Business Development for a strategic communications agency. In addition to his advisory role, he provides business consulting services. West Arbor Solutions offers discretionary asset management and financial planning to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs fundamental analysis to tailor portfolios based on client goals and risk tolerance, and it integrates insurance sales and business consulting as part of its service model.

General retirement planning Income planning Tax-loss harvesting Active portfolio management

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.

General retirement planning Income planning Tax-loss harvesting Active portfolio management

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