Arete Wealth Strategists
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About
Arete Wealth Strategists serves individual and high‑net‑worth clients and small businesses, offering comprehensive financial planning, ongoing portfolio management, retirement plan consulting, and 529 education‑savings account management. The firm delivers these services through five defined Service Tiers that combine financial planning, implementation assistance, and managed account options, and it also makes introductions to pre‑screened third‑party investment managers.
The firm’s investment work draws on fundamental analysis and employs a mix of active, Core+Satellite, and passive strategies, with discretionary portfolio management and the option for separately managed accounts (SMAs) or third‑party management. Arete uses technology‑assisted tools — including AI for research and administrative support — with all AI outputs subject to human review, and it implements client strategies via custodial relationships and tiered, asset‑based billing.
Arete’s brochure shows a principal office in Brisbane, Australia while operating as a Minnesota‑domiciled advisory firm, and the firm explicitly markets offshore wealth management and global mobility services (including HEART expatriation analysis and PFIC investment considerations) geared to clients with cross‑border needs. The firm also notes practices that are less common among peers: it supports a material non‑U.S. client base, offers periodic educational seminars and workshops, and permits borrowing/margin in managed accounts while calculating AUM fees on net equity rather than including margin loans.
Client services
Expertise
Occupation focus
Fee options
$0 - $299,999: 1.45% (IM Only tier) $300,000 - $499,999: 1.30% (IM Only tier) $0 - $499,999: Included in base fee (Offshore WM and Ascent tiers) $500,000 - $999,999: 1.15% (IM Only tier); 0.69% (Offshore WM and Ascent) $500,000 - $999,999: Included in base fee (Summit and Areté tiers) $1,000,000 - $2,999,999: 0.85% (IM Only tier); 0.51% (Offshore WM and Ascent); 0.34% (Summit tier); included in base fee (Areté tier) $3,000,000 - $4,999,999: 0.75% (IM Only tier); 0.45% (Offshore WM and Ascent); 0.30% (Summit); 0.23% (Areté) >$5,000,000+: 0.41% (IM Only tier); 0.33% (Offshore WM and Ascent); 0.22% (Summit); 0.17% (Areté)
$450/hour (Ashley Murphy), $375/hour (Katelyn Meuse); billed in 10-minute increments
Minimum fee: $2,900 per year minimum for Investment Management Only tier; $600 minimum fee for third-party management accounts Fee-only: Financial planning: $8,100 minimum annual service package fee (paid quarterly at $2,025); hourly fees $450/hour (Ashley Murphy), $375/hour (Katelyn Meuse)
Main office
Denver CO
Advisors at this office
1
Most active in
California · Colorado · Minnesota · Texas
Also doing business as
Arete Wealth Strategists · Arete Wealth Strategists Australia · Arete Wealth Strategists, LLC · Murphy, Ashley · Murphy, Ashley Spencer
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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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.
Quick links
Advisors at this firm
Katelyn M
CFP®, Series 63
Denver, CO
Arete Wealth Strategists
Katelyn Meuse is a CFP® certificant and Series 63 license holder with three years of industry experience. She currently advises clients at Arete Wealth Strategists, having previously worked at Northwestern Mutual Wealth Management Company and Segall Bryant and Hamill LLC. Outside of advisory work, she has experience working in the restaurant industry as a server. Arete Wealth Strategists serves individual, high-net-worth clients, and small businesses, providing comprehensive financial planning, portfolio management, retirement plan consulting, and education-savings account management. The firm employs a combination of active, Core+Satellite, and passive investment strategies, utilizing technology-assisted tools with human review, and offers tailored service tiers along with offshore and cross-border wealth management solutions.
Ashley M
CFP®
Remote
Arete Wealth Strategists
Hi, I’m Ashley Murphy, Founder and Principal of Areté Wealth Strategists, a Registered Investment Advisor (RIA) providing financial planning and investment management services to Aussie expatriates and business owners since 2013 . I bring a unique perspective for my clients as a tri-citizen of Australia, the UK and the US. I moved to the US in 2005 after my undergraduate studies in Australia so I have first hand experience in figuring out a new financial system. Before making the transition to financial planning, I worked in corporate finance at several Fortune 500 companies. It was at a Certified Financial Planner® information session in 2008 however, where I got hooked . The panelists conveyed their enthusiasm for financial planning and once I learned that there were advisors working with clients in a fiduciary, fee-only professional capacity, I knew this was for me. Financial planning and investment management aren’t just my career, they’re my calling. They represent the alignment of my skills, passions and business savvy as Jim Collins so well defined in his Three Circles exercise from the best-selling book, ‘Good to Great.’ I love helping Aussies on similar paths as mine succeed in the US, and Americans in Australia organize and be compliant with their global financial lives. I look forward to speaking with you. Read Ashley's blog here: https://www.arete-wa.com/posts
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