Katelyn Meuse
Arete Wealth Strategists · Brisbane, Australia
Katelyn Meuse is a fee-only financial advisor at Arete Wealth Strategists in Brisbane, Australia, 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 | Brisbane, Australia |
| 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 CO, TX · CRD 7520859 |
| Exams passed | Series 63 (2023) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.arete-ws.com |
How Katelyn'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 Katelyn
Is Katelyn Meuse a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Katelyn holds no broker registration, and Arete Wealth Strategists reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Katelyn charge for financial advice?
Katelyn's firm, Arete Wealth Strategists, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Katelyn Meuse based?
Katelyn Meuse is based in Brisbane, Australia.
What credentials does Katelyn Meuse hold?
Katelyn Meuse holds the CFP credential.
Is Katelyn Meuse registered with the SEC?
Yes. Katelyn Meuse is registered as an investment adviser representative in CO and TX (CRD 7520859), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Arete Wealth Strategists manage?
Arete Wealth Strategists reports $133.7M across 331 accounts in assets under management.
How do I contact Katelyn Meuse?
Through Katelyn's website, www.arete-ws.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
- 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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