Arete Financial Solutions, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$250⁠-⁠$4,500

“The negotiated fixed rate for creating client financial plans is between $250 and $4,500.”

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

How Arete Financial Solutions, LLC bills

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

• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of AFSL's fees within five business days of signing the Investment Advisory Contract.”
• “Fee adjustments for intra-billing period deposits and withdrawals will not be considered unless the cash flows are equal to or greater than $[10,000], in which case a prorated fee (deposit) or refund (withdrawal) will be made.”

How Arete Financial Solutions, LLC’s fees compare

• Its flat or project fee of $250-$4,500 spans the Arizona median of $3,100. 30% of the 164 other Arizona planners that publish a flat or project fee charge less.

About Arete Financial Solutions, LLC

• Firm size: 4 employees.
• Registered as an adviser: 2021 (5 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

1.5% a year

Clients

154

Employees

4

Works with

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

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and educational seminars and workshops

Assets managed

$18,923,248

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

314310

Website

aretefs.com (opens in new tab)

Phone

(623) 505-7141

Other planners in Arizona that publish fees

• 21:5 Advisors, LLCPeoria$500/hr
• 212 Wealth ManagementScottsdale$250/hr
• 3Roots Wealth Partners LLCScottsdale$400/hr, $5,000⁠-⁠$20,000
• 49TH Parallel Wealth ManagementScottsdale$399/hr, $1,500
• Abbey Hill Financial Advisors, LLCTuscon$250/hr
• Ability FirstPhoenix$12,000/yr

Compare all 404 planners in Arizona