Arete Wealth Strategists

Arete Wealth Strategists at a glance

• One of 180 fee-only firms based in Minnesota in the Wellspent graph.
• 2 advisors are listed here; all hold the CFP.
• Its Form ADV reports 2 employees and 98 individual clients, 58 of them high net worth.
• Its average account is about $404,000 (assets it manages divided by its 331 accounts).

Fee-only advisors in Minnesota · What fee-only advisors charge in Minnesota

Facts

Arete Wealth Strategists fees

Arete Wealth Strategists doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (2)

• Ashley Murphy

  CFP

• Katelyn Meuse

  CFP

Other fee-only firms in Minneapolis

• Authentic Life Financial Planning
• Bernstein Financial Advisory
• Caissa Wealth Strategies
• Compass Capital Management
• Cordis Financial
• Crafted Wealth Management
• Dunnavan &
• Element Squared Private Wealth

Fee-only advisors in Minnesota