Blake Welch
Arete Financial and Legal Solutions · Goodyear, Arizona
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.
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Specialties
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 | $18.9M across 243 accounts |
| SEC registration | Investment adviser representative in AZ · CRD 7252471 |
| Exams passed | Series 66 (2022) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | aretefs.com |
| Profile |
How Blake's firm compares
- Arete Financial and Legal Solutions's average account is about $78,000, from its Form ADV (assets managed divided by 243 accounts).
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Questions about Blake
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Arete Financial and Legal Solutions website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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