Edwin Ashton
Arete Financial and Legal Solutions · Goodyear, Arizona
Edwin Ashton is a fee-only financial advisor at Arete Financial and Legal Solutions in Goodyear, Arizona. Edwin 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 6098575 |
| Exams passed | Series 65 (2021) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | aretefs.com |
| Profile |
How Edwin'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 Edwin
Is Edwin Ashton a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Edwin 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 Edwin charge for financial advice?
Edwin'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 Edwin Ashton based?
Edwin Ashton is based in Goodyear, Arizona.
What does Edwin specialize in?
Edwin's specialties include estate & legacy planning, tax planning, retirement planning and small business owners.
Is Edwin Ashton registered with the SEC?
Yes. Edwin Ashton is registered as an investment adviser representative in AZ (CRD 6098575), 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 Edwin Ashton?
Through Edwin'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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