Arete Financial Solutions, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$18,923,248
Total clients
154
3% high-net worth
Total advisors
2
of 4 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
77
Average account size
$122,878
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 location
Arete Financial Solutions, LLC
1626 N. Litchfield Rd., Suite 170
Goodyear AZ 85395, United States
Number of offices
1
Most active in
Arizona
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")