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Arete Financial Solutions, LLC

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Client assets under management

$18,436,279

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Clients

154

3% high-net-worth

Advisors

2

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

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Clients per advisor

77

High

Average account size

$119,716

About

Arete Financial Solutions provides portfolio management and financial planning to individuals — including high‑net‑worth clients — as well as corporations and business entities, with no stated account minimum. The firm also acts as portfolio manager and sponsor of a wrap fee program and offers educational seminars and workshops to clients and the public at no cost.

The firm documents client goals and constraints in individualized Investment Policy Statements and delivers both discretionary and non‑discretionary management with periodic (at least quarterly) account reviews. Its investment approach combines fundamental analysis and modern portfolio theory and may employ long‑term strategies as well as margin, short sales and options trading, activities the firm highlights as carrying elevated risk.

What distinguishes Arete from many peers is the principals’ outside professional roles: one principal practices law and provides estate, probate and trust drafting and business formation services, and another is an accountant who may offer accounting services; the firm discloses these relationships and the potential conflicts they can present. Arete’s role as a wrap fee program sponsor and its use of third‑party managed models/TAMP arrangements that can yield fee discounts for the firm are also less common among similar advisers.

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

Options & derivatives strategies College savings (529s, UTMA, etc.)

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Fee options

Fixed

$250 to $4,500 fixed fee for financial planning

Percentage

$0.00 - $100,000: 1.50% $100,001 - $250,000: 1.30% $250,001 - $500,000: 1.20% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.85% $2,500,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.75% $10,000,001 - $20,000,000: 0.70% $20,000,001+: 0.60%

Main office location

Arete Financial Solutions, LLC

1626 N. Litchfield Rd., Suite 170

Goodyear AZ 85395, United States

Number of offices

1

Most active in

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Arizona

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

Quick links

LinkedIn Facebook Website 623-505-7141

Advisors at this firm

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Edwin A

Series 65

Goodyear, AZ

Arete Financial Solutions, LLC

Edwin Ashton is an investment advisor at Arete Financial Solutions, LLC with four years of industry experience. He holds a Series 65 designation and is also a licensed attorney since 2011, focusing his legal practice on estate planning, probate, and business transactional law through his firm, Ashton Law, PLLC. Arete Financial Solutions provides portfolio management and financial planning services to individual and corporate clients, utilizing a documented investment process that includes fundamental analysis and modern portfolio theory. The firm integrates in-house legal and accounting expertise alongside traditional investment management, offering a distinctive range of services including a wrap-fee program and managed-model solutions.

Options & derivatives strategies College savings (529s, UTMA, etc.)
user avatar

Blake W

Series 66

Goodyear, AZ

Arete Financial Solutions, LLC

Blake Welch is a financial advisor with Arete Financial Solutions, LLC and holds a Series 66 designation. He has four years of industry experience, including previous roles at Mutual of Omaha Insurance Company and Securities America, Inc. Outside of finance, he works as a bouncer at The Womack in Phoenix. Arete Financial Solutions provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as corporate and business entity clients. The firm employs fundamental analysis and modern portfolio theory to develop tailored investment allocations and offers both non-wrap advisory services and a wrap-fee program.

Options & derivatives strategies College savings (529s, UTMA, etc.)
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