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Richard Pyle

Advisor at Ashton Thomas Private Wealth

Updated today
Ashton Thomas Private Wealth logo

Firm

Ashton Thomas Private Wealth

Location

Scottsdale, AZ 85260

Credentials

ChFC®, Series 65

Industry experience

10 years

About

Richard Pyle is a financial advisor with Ashton Thomas Private Wealth in Scottsdale, AZ, holding the ChFC® designation and Series 65 license, with 10 years of industry experience. He previously worked at Wellspring Financial Partners for seven years before joining Ashton Thomas in 2022. Outside of advising, he is involved in tax preparation and operates an online clothing retail business. Ashton Thomas Private Wealth serves individual and institutional clients, including high-net-worth households, trusts, and retirement plans. The firm provides discretionary portfolio management, financial planning, and expanded family office services, using a range of investment strategies and offering back-office support through its Amplify Platform.

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

8605 East Raintree Drive, Suite 280

Scottsdale, AZ 85260

Most active in

Arizona · Florida · Georgia · New Mexico · Oregon · Texas

Work history

Ashton Thomas Private Wealth

2022 - Present (4 years)

Wellspring Financial Partners

2015 - 2022 (7 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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