As seen in
Houston Five Star award winner


David Tolson MBA, RICP®

Arete Advisors
1800 Bering Drive Suite 940
Houston, TX 77057
Office: (832) 910-8437
Cell: (281) 389-2568

Professional Approach

Our mission is to help business owners and executives Grow, Protect and Enjoy the Value of Their Life’s Work. In doing this, we work closely with our clients to understand what’s important to them and to help them first clarify and then effectively pursue important goals for their businesses and their personal lives.  Leveraging 25 years of experience as an executive and business owner in the energy, chemicals and industrial services industries, we certainly don’t have all the answers, but we do have a shared perspective with our clients. 

Our motto is: Planning first, products second. From that perspective, we seek to help our business owners gain clarity about: 1) Improving the transferrable value of their businesses; 2) Reducing human capital risk in their businesses; 3) Adopting strategies to attract, align, motivate and retain their teams and; 4) Preparing their businesses for eventual transfer to the next set of owners — whether that be in 2 or 20 years. We use that same perspective to help our clients on a personal front adopt strategies to: 1) Wisely accumulate & manage assets for future goals; 2) Protect income & assets from a broad range of risks; 3) Manage tax exposure; 4) Generate income in retirement and; 5) Transfer wealth effectively.

With our offices located in Houston, Texas we serve clients in the metropolitan area, throughout Texas and in multiple states.  Let us be a resource for you as you seek to Grow, Protect and Enjoy the Value of Your Life’s Work.

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Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPCAdvisory services offered through Arete Investments, LLC, a Registered Investment Advisor in the State of Texas. Insurance products and services offered through Arete Insurance Services, LLC, an affiliated company. David A. Tolson is an Investment Advisor Representative of Arete Investments, LLC and the Principal Agent of Arete Insurance Services, LLC.

*Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to 2,992 Houston area wealth managers were considered for the award; 209 (7 percent of candidates) were named 2019 Five Star Wealth Managers. 2018: 3,114 considered, 218 winners; 2017: 2000 considered, 228 winners; 2016: 1763 considered, 437 winners; 2015: 2289 considered, 408 winners; 2014: 3958 considered, 410 winners; 2013: 3001 considered, 504 winners; 2012: 2105 considered, 425 winners.