Arete Wealth Strategists
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$132,279,459
Clients
98
59% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
98
HighAverage account size
$1,349,790
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
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
Cash flow / budgeting
Debt management
College savings (529s, UTMA, etc.)
Retirement income strategy
Business exit / sale strategy
Occupation focus
Founder/Business Owner
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)
Most active in
Arete Wealth Strategists has reported serving >5 clients in these states in the last 12 months.
California · Colorado · Minnesota · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
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.
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")