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Arete Financial Solutions
Arete Financial and Legal Solutions offers tax, accounting, legal, and financial planning services to individuals, families, and small to mid-sized businesses.
Arete Financial Solutions
Arete Financial and Legal Solutions offers tax, accounting, legal, and financial planning services to individuals, families, and small to mid-sized businesses. It positions itself as a one-stop financial solution focused on complete financial well-being. The firm’s founders established it to provide comprehensive financial, legal, tax, and accounting services under one roof.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Goodyear
Principals
Mary L. Reha
Founder / Enrolled Agent
Edwin "Ted" R. Ashton
Esq, Founder / Attorney
Justine Dingee
Director of Operations & Marketing
Bervolynn Enriquez
Accountant
Blake Welch
Financial Planner
Stephanie Ware
Tax Manager
Jessie Miller
Accountant & Tax Professional
Sector focus
Frequently asked questions
Is Arete Financial Solutions a fiduciary?
Yes. As a registered investment advisor (RIA) in the United States, Arete Financial Solutions is bound by the Investment Advisers Act of 1940 and must act as a fiduciary. This means the firm is legally obligated to put client interests ahead of its own, including providing full disclosure of fees, conflicts of interest, and investment risks.
Who oversees Arete Financial Solutions?
Arete Financial Solutions LLC is regulated by state or federal securities authorities, depending on its assets under management. The firm is required to file Form ADV with the SEC or state regulators, which provides details on its business, fees, and disciplinary history. However, the firm's principals and ownership structure are not publicly named.
What is the minimum investment requirement for Arete Financial Solutions?
Arete Financial Solutions has not publicly disclosed a minimum investment threshold. Many RIAs set minimums ranging from $100,000 to $500,000 for managed accounts, but without firm disclosure, this remains unknown. Prospective clients should contact the advisor directly for account requirements.
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