# Blake Welch

> Blake Welch is a fee-only financial advisor at Arete Financial and Legal Solutions in Goodyear, Arizona. Blake focuses on estate & legacy planning, tax planning and retirement planning. Arete Financial and Legal Solutions reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/blake-welch/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Arete Financial and Legal Solutions
- **Based in:** Goodyear, Arizona
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $18.9M across 243 accounts
- **Specialties:** Estate & legacy planning, Tax planning, Retirement planning, Small business owners
- **CRD:** 7252471 (https://adviserinfo.sec.gov/individual/summary/7252471)
- **SEC registration:** Investment adviser representative in AZ
- **Exams passed:** Series 66 (2022)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://aretefs.com/

## Frequently asked questions

### Is Blake Welch a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Blake holds no broker registration, and Arete Financial and Legal Solutions reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Blake charge for financial advice?

Blake's firm, Arete Financial and Legal Solutions, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Blake Welch based?

Blake Welch is based in Goodyear, Arizona.

### What does Blake specialize in?

Blake's specialties include estate & legacy planning, tax planning, retirement planning and small business owners.

### Is Blake Welch registered with the SEC?

Yes. Blake Welch is registered as an investment adviser representative in AZ (CRD 7252471), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Arete Financial and Legal Solutions manage?

Arete Financial and Legal Solutions reports $18.9M across 243 accounts in assets under management.

### How do I contact Blake Welch?

Through Blake's website, aretefs.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7252471): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://aretefs.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.