Guides › Financial Advisor Fees
Updated September 28, 2026. Quick answer: Ashton Thomas Private Wealth discloses a maximum, individually negotiated rate of 2.99% in its Form ADV Part 2A, Firm Brochure (March 31, 2026). Converted to dollars, that runs $14,950 a year on a $500,000 account; see the full table below for $250,000, $1 million and $2 million.
The published numbers
From the Form ADV Part 2A, Firm Brochure (March 31, 2026): “Ashton Thomas’ annual investment advisory fee is negotiable and may not exceed 2.99% of the total assets placed under Ashton Thomas’ management/advisement.”
Note: CRD 153902 verified ACTIVE and SEC-registered (isSECRegistered: Y) via the SEC IAPD firm-detail API. As of December 31, 2025 the firm reported $6,005,186,140 in discretionary assets under management plus $4,288,360 non-discretionary. No minimum account size or minimum annual fee applies to the standard advisory schedule priced here; a separate $10,000 annual minimum applies only to ERISA plan fiduciary services.
The published maximum: 2.99% per year (For non-wrap accounts where Ashton Thomas engages a third-party Sub-Adviser, the Sub-Adviser’s own fee (typically 0.30% to 1.65%) is charged in addition to Ashton Thomas’ advisory fee and is not included in the 2.99% ceiling priced here.).
What you would pay
| Account balance | Annual fee (dollars) | Effective rate |
|---|---|---|
| $250,000 | $7,475 | 2.99% |
| $500,000 | $14,950 | 2.99% |
| $1,000,000 | $29,900 | 2.99% |
| $2,000,000 | $59,800 | 2.99% |
Ashton Thomas prices both its non-wrap and Wrap Program advisory relationships at a negotiable fee that may not exceed 2.99% of assets, so the figures below apply the full 2.99% ceiling to each balance rather than a lower negotiated rate.
How this compares
Our benchmark of published adviser fee schedules puts the weighted median annual cost near $2,000 to $2,500 on $250,000 (the benchmark). At $500,000, Ashton Thomas Private Wealth’s own published maximum rate runs up to $14,950 a year.
Comparing Ashton Thomas Private Wealth against a full move? Read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.
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- Form ADV Part 2A, Firm Brochure (March 31, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037300
- SEC Investment Adviser Public Disclosure, Ashton Thomas Private Wealth, LLC (CRD #153902): https://adviserinfo.sec.gov/firm/summary/153902
- Ashton Thomas Private Wealth, LLC, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/153902/PDF/153902.pdf
Methodology. This page was built September 28, 2026, drawing on Ashton Thomas Private Wealth’s own SEC-filed disclosure and, where cited, its published fee schedule, with sources linked above; any figure we could not independently confirm this session is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
Thinking about leaving Ashton Thomas Private Wealth instead of pricing what you would pay to stay? See what it costs to leave, or read the general mechanics of switching financial advisors.
Weighing whether to move ahead? Read the full Ashton Thomas Private Wealth review.
Is Ashton Thomas Private Wealth a fiduciary? See what its own Form CRS says, and how that compares to what you would pay.
What does it take to open an account? See Ashton Thomas Private Wealth’s minimum investment, straight from its own Form ADV Part 2A brochure.
Comparing Ashton Thomas Private Wealth against other options? See Ashton Thomas Private Wealth alternatives, including a lower-fee full-service firm, a flat-fee route and a robo/hybrid.