Arete Financial Solutions, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$18,436,279
Clients
154
Advisors
2
across 2 offices
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
Expertise
Fee options
$250 to $4,500 fixed fee for financial planning
$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
See office1626 N. Litchfield Rd., Suite 170
Goodyear AZ 85395
Advisors at this office
1
Offices (2)
Most active in
Arizona
Also doing business as
Arete Financial Solutions, LLC · Mlr Professional Tax Services, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
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.
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.
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