Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
82 advisors
Number of Clients
2,569 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$4.1B

Fee Structure

Financial Planning:Included in AUM fee
Hourly Rate:$150 - $1,000/hr

Ashton Thomas provides investment management services on a wrap fee basis. The annual investment advisory fee includes investment advisory services, and, to the extent specifically requested by the client, financial planning and consulting services. For extraordinary planning and/or consultation services, Ashton Thomas may charge additional fees, which will be set forth in a separate written notice to the client. Financial planning and consulting fees range from $150 to $1,000 on an hourly rate basis.

Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningInsurance PlanningEstate Planning
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Advisor Information

Office location

1003 Bishop Street Suite 1820, Honolulu, HI, 96813

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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 Activities

Benny works as an Analyst and Investment Adviser Representative for multiple Registered Investment Advisers and a trust services company. He dedicates full-time hours to Kobo Wealth Conservancy, a few hours per week to Shuster Advisory Group, and minimal time to Pan Pacific Partners.

Employment History
Current Registrations
Ashton Thomas Private Wealth
August 2025 - Present · 5 mos
Kobo Wealth Conservancy
September 2019 - Present · 6 yrs 4 mos
Previous Registrations
Shuster Advisory Group, LLC
March 2022 - September 2025 · 3 yrs 6 mos
State Registrations3 states
CAHITX
Advisor
Exams
No exam information available for this advisor.
Benny Tran - Financial Advisor | AdvisorDiscover