Arete Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100/hr

“Financial Planning and Consulting and Financial/Business Consulting are offered based on an hourly fee of $100 to 500 per hour.”

Flat or project fee

$5,000⁠-⁠$30,000

“Senior Advisor, $500/hour Managing Director, $300/hour Analyst, $150/hour - 7- FIXED FEES Financial Planning and Consulting and Financial/Business Consulting are offered based on a flat fee between $5,000 and $30,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Arete Advisors bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Advisory fees are billed quarterly in advance based on the value of assets under management as of the close of business on the last business day of the preceding quarter.”
• “For accounts closed during a billing period, fees will be prorated based on the number of days advisory services were provided during the applicable billing period, and any unearned fees will be refunded to the Client.”
• “Deposits and withdrawals during a billing period may result in prorated adjustments to advisory fees to reflect changes in assets under management during the period.”

How Arete Advisors’ fees compare

• Its hourly rate of $100 is below the Texas median of $275. None of the 468 other Texas planners that publish an hourly rate charge less.
• None of the 67 other planners in Houston that publish an hourly rate charge less.
• Its flat or project fee of $5,000-$30,000 is above the Texas median of $3,850. 93% of the 401 other Texas planners that publish a flat or project fee charge less.
• 45 of the 49 other planners in Houston that publish a flat or project fee charge less.

About Arete Advisors

• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2018 (8 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.55% a year

Clients

91

Employees

1

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$53,507,800

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

299636

Website

arete-advisors.net (opens in new tab)

Phone

(832) 910-8437

Other planners in Houston that publish fees

• Abundo WealthHouston$199/mo
• Allzen Wealth and Financial ServicesHouston$8,000, $7,125/qtr
• Alteris Capital Partners, LLCHouston$5,000⁠-⁠$25,000
• Analog Capital Ai, LLCHouston$250⁠-⁠$450/hr
• Analog Capital Partners LLCHouston$3,000, $1,188/yr
• Aquinas Advisors, LLCHouston$250/hr, $5,000

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