Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
262 advisors
Number of Clients
6,885 clients
Average Client Portfolio
$4K average
Assets Under Management
$24.4M

Fee Structure

Financial Plan Fee:$500 - $25,000
Hourly Rate:$100 - $500/hr

Financial planning fees are negotiable, ranging from $500 to $25,000 as a fixed fee, or $100 to $500 per hour. Ongoing financial planning support ranges from $25 to $300 per month or $75 to $900 per quarter for individuals, and $25 to $2,000 per month or $75 to $6,000 per quarter for businesses.

Areas of Practice
Retirement PlanningFinancial Planning & CoachingBusiness Owners
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Advisor Information

Office location

3555 South Culpepper Circle, Suite 100, Springfield, MO, 65804

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Ashton is an insurance agent since 2018, focusing on health and life insurance, dedicating full-time hours during trading hours. Ashton also co-owns "Great Handyman Near Me" with family, providing handyman services, dedicating minimal time to this venture.

Employment History
Current Registrations
Mutual of Omaha Investor Services, INC.
December 2018 - Present · 7 yrs 1 mo
Mutual of Omaha Investor Services, INC. Broker
December 2018 - Present · 7 yrs 1 mo
Previous Registrations
Morgan Stanley Broker
July 2018 - November 2018 · 4 mos
Northwestern Mutual Investment Services, LLC Broker
July 2016 - April 2018 · 1 yr 9 mos
State Registrations35 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.