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Garett Folkers

Advisor at Ashton Thomas Private Wealth

Updated today

Location

Aberdeen, WA 98520

Credentials

Series 63, Series 65

Industry experience

25 years

About

Garett Folkers is a financial advisor at Ashton Thomas Private Wealth with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Edward Jones for 22 years. Outside of his advisory role, he is a musician based in Aberdeen, WA. Ashton Thomas Private Wealth serves individual and institutional clients, including high-net-worth households and retirement plans, offering discretionary portfolio management, financial planning, and expanded family office services. The firm employs a diverse investment approach utilizing mutual funds, ETFs, independent managers, and alternative strategies, and operates the Amplify Platform to support advisers and clients.

Client services

Based on Ashton Thomas Private Wealth

Financial planning Portfolio management Pension consulting Selection of other advisers
Variable product model design and maintenance

Expertise

Based on Ashton Thomas Private Wealth

Passive / index investing Options & derivatives strategies Retirement income strategy

Occupation focus

Based on Ashton Thomas Private Wealth

Founder/Business Owner Executive Financial Professional

Fee options

Fixed

Variable product model design and maintenance fees range from $1,200 to $1,500 per variable contract.

Percentage

$0 - $2,000,000: Negotiable, up to 2.99% annually $2,000,000 - $10,000,000: 0.75% annually (Mill Street Small Cap Core Strategy) $10,000,000+: 0.70% annually (Mill Street Small Cap Core Strategy)

Commissions

Certain representatives may receive commissions for securities and insurance products sold in their separate capacities; no advisory fee charged for assets sold on commission basis.

Project-based

Financial planning and consulting fees negotiable but generally range from $150 to $1,000 per hour.

Other

Account minimum: $2,000,000 Fee-only: Annual investment advisory fees up to 2.99% of assets under management, negotiable; standalone financial planning hourly fees generally range $150 to $1,000 per hour; variable product model design and maintenance fees $1,200 to $1,500 per variable contract.

Location

405 W Market

Aberdeen, WA 98520

Most active in

Washington

Work history

Ashton Thomas Private Wealth

2022 - Present (4 years)

Self-Employment

2022 - 2022 (1 year)

Edward Jones

2000 - 2022 (22 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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CFP®, Series 65

Aberdeen, WA

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Susan Schreiner is a CFP® with three years of industry experience and is the sole advisor at Schreiner Financial Solutions in Aberdeen, WA. She has worked with H&R Block in seasonal tax preparation since 2021 and has prior experience at Grays Harbor College and Pittsburg State University. Schreiner Financial Solutions provides both financial planning and tax preparation services under one firm. Schreiner Financial Solutions is a state-registered, fee-only advisory practice serving individuals and small businesses with hourly, as-needed financial planning and investment consultation. The firm follows a long-term, passive investment approach based on Modern Portfolio Theory, offering diversified asset allocations and low-cost index funds without discretionary management, and also provides free educational workshops to the community.

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Montesano, WA

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Series 66

Aberdeen, WA

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Jennifer C

CFP®, ChFC®, Series 63, Series 65

Montesano, WA

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Jennifer Carmer Hall is a financial advisor at Ameriprise with 35 years of industry experience. She holds the CFP® and ChFC® designations, along with Series 63 and Series 65 licenses. Hall has been with Ameriprise and its affiliated entities since 1991. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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