A complete list of active advisors currently associated with Arete Wealth Strategists

Warmer can help you find a great advisor at Arete Wealth Strategists or one who fits your needs even better.

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.

To learn more about the advisors currently working at Arete Wealth Strategists, 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.