A complete list of active advisors currently associated with Arete Financial Solutions, LLC

Warmer can help you find a great advisor at Arete Financial Solutions, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Arete Financial Solutions, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse Arete Financial Solutions, LLC's office locations.

Name	Location	Years of experience
Edwin Ashton	Goodyear, AZ	5
Blake Welch	Goodyear, AZ	4

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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