Ashley Murphy
Arete Wealth Strategists · Minneapolis, Minnesota
Ashley Murphy is a fee-only financial advisor at Arete Wealth Strategists in Minneapolis, Minnesota, who holds the CFP credential. Arete Wealth Strategists reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Arete Wealth Strategists |
|---|---|
| Based in | Minneapolis, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $133.7M across 331 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 5785857 |
| Exams passed | Series 66 (2011) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | arete-ws.com |
| Profile |
How Ashley's firm compares
- Arete Wealth Strategists's average account is about $404,000, from its Form ADV (assets managed divided by 331 accounts).
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Questions about Ashley
Is Ashley Murphy a fee-only financial advisor?
Yes. Ashley Murphy is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Ashley's firm.
How does Ashley charge for financial advice?
Ashley's firm, Arete Wealth Strategists, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Ashley Murphy based?
Ashley Murphy is based in Minneapolis, Minnesota.
What credentials does Ashley Murphy hold?
Ashley Murphy holds the CFP credential.
Is Ashley Murphy registered with the SEC?
Yes. Ashley Murphy is registered as an investment adviser representative in TX (CRD 5785857), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Arete Wealth Strategists manage?
Arete Wealth Strategists reports $133.7M across 331 accounts in assets under management.
How do I contact Ashley Murphy?
Through Ashley's website, arete-ws.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Minneapolis
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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