Thomas J. Costigan
ARBORFI ADVISORS
Ann Arbor, MI 48104
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CRD#: 6464996
Professional summary
Thomas Jerome Costigan, CFP®, who also goes by Tom Costigan, is a registered financial advisor currently at ARBORFI ADVISORS, LLC located in Ann Arbor, Michigan.
Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Thomas has worked at 2 firms .
Biography
ArborFi Advisors is a fee-only, boutique, Registered Investment Advisor (RIA) located in Ann Arbor, MI. We provide personalized financial planning and investment management for individuals and families so they can free up time and energy to focus on what they love most. Our CERTIFIED FINANCIAL PLANNER™ professionals will partner with you to understand your unique passions and values in order to develop a plan that is tailored to you. ArborFi Advisors serves all of our clients as a fiduciary and provides conflict-free advice while never accepting commissions of any kind.
Question & Answer
What are your service offerings?
Retirement Planning
Investment Planning
Retirement Income Management
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Baby Boomers
Business Owners
Corporate Executives
High Net Worth Client Needs
Investment Advice with Ongoing...
Women's Financial Planning Iss...
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
Tom Costigan
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Thomas Jerome Costigan's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2010
Experience
Current
September 16, 2019 - Present
ARBORFI ADVISORS, LLC
Office #1: 2395 S Huron Pkwy Suite 101, Ann Arbor, MI 48104RIA
CRD#: 305009
Ann Arbor, MI
Past
March 18, 2015 - September 17, 2019
EXCHANGE CAPITAL MANAGEMENT INC
RIA
CRD#: 104875
ANN ARBOR, MI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
ARBORFI ADVISORS, LLC
ARBORFI ADVISORS, LLC
CRD#: 305009 / SEC#: 801-132056
RIA
Registered Investment Advisory firm - (2/28/2025 Approved)Michigan
Registered Investment Advisory firm - (3/18/2025 Terminated)Texas
Registered Investment Advisory firm - (3/11/2025 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Michigan(9/16/2019)
IAR
Texas(1/12/2023)
Exams
Current Firm
ARBORFI ADVISORS, LLC
ARBORFI ADVISORS, LLC
CRD#: 305009 / SEC#: 801-132056
RIA
Registered Investment Advisory firm - (2/28/2025 Approved)Michigan
Registered Investment Advisory firm - (3/18/2025 Terminated)Texas
Registered Investment Advisory firm - (3/11/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2395 S Huron Pkwy Suite 101, Ann Arbor, MI 48104
Mailing Address
Phone number
(734) 345-6980
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (2 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 343 |
| AUM (Assets Under Management) | $ 114,205,136 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
