Advisor at Ashton Thomas Private Wealth
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Firm
Ashton Thomas Private Wealth
Location
Bozeman, MT 59718
Credentials
CFP®, Series 66
Industry experience
13 years
Rebecca Dammann is a CFP® professional with 13 years of experience in financial advising. She is currently with Ashton Thomas Private Wealth and has previously worked at M.S. Howells & CO and Wells Fargo Advisors, LLC. Outside of her advisory role, she serves as treasurer and secretary for the Flanders Creek Homeowners Association in Bozeman, MT. Ashton Thomas Private Wealth serves individual and institutional clients, including high-net-worth households, trusts, estates, retirement plans, and charitable entities. The firm provides discretionary portfolio management, financial planning, family office services, and retirement-plan fiduciary consulting, utilizing a range of investment strategies and offering access to the Amplify Platform for program management and model design.
Based on Ashton Thomas Private Wealth
Based on Ashton Thomas Private Wealth
Based on Ashton Thomas Private Wealth
Variable product model design and maintenance fees range from $1,200 to $1,500 per variable contract.
$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)
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.
Financial planning and consulting fees negotiable but generally range from $150 to $1,000 per hour.
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.
4575 Valley Commons Drive, Suite 201
Bozeman, MT 59718
Montana · Nevada · South Carolina · Texas · Wyoming
Ashton Thomas Securities, LLC
2026 - Present (1 year)
M.S. Howells & CO
2020 - 2026 (6 years)
Ashton Thomas Insurance Agency
2019 - Present (7 years)
Ashton Thomas Private Wealth
2019 - Present (7 years)
Wells Fargo Clearing
2016 - 2019 (3 years)
WELLS FARGO Advisors, LLC
2016 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Bozeman, MT
Watson House Investment Management, LLC
Series 63, Series 66
Bozeman, MT
Solid Rock Wealth Management
CFA®, Series 65
Bozeman, MT
Group W Investment Management LLC
Series 63, Series 65
Bozeman, MT
Montana Investment Advisors Inc
CFA®
Bozeman, MT
Arkell Asset Management, LLC
Series 63, Series 65
Bozemand, MT
Yellowstone Investment Planners, Inc.
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