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Richard Thomas Westhelle

Advisor at Ashton Thomas Private Wealth — Monticello, AR

Updated today

Credentials

CFP®, Series 65, Series 63

Experience

16 years

Location

Monticello, AR

Ashton Thomas Private Wealth logo

Ashton Thomas Private Wealth

Multi-team

Total advisors

79

Across 21 offices

Clients per advisor

40 Low

Avg AUM per client

$1,841,971 Very High

HNW client ratio

38% High

About

Richard Westhelle is a CFP® professional with 16 years of experience in financial advisory. He has worked with Goldman Sachs Personal Financial Management for 10 years and most recently joined Ashton Thomas Private Wealth in 2024. Ashton Thomas Private Wealth offers investment advisory and wealth-management services to a diverse client base, employing a range of strategies including mutual funds, ETFs, sub-advisers, and selective alternative investments 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

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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

See office

Monticello, AR

Monticello AR

Advisors at this office

1

Most active in

Arkansas · Florida

Work history

16 years of industry experience

Ashton Thomas Private Wealth, LLC

2024 - Present • 2 years

Scottsdale, AZ

Ashton Thomas Advisors, LLC

2024 - Present • 2 years

Scottsdale, AZ

Advisors Capital Management, LLC

2022 - 2024 • 2 years

Ridgewood, NJ

Goldman Sachs Personal Financial Management

2012 - 2022 • 10 years

Paramus, NJ

Disclosures

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

Business activities & affiliations

Rena D

CFP®, ChFC®, Series 66

Monticello, AR

Edward Jones

Rena Day is a CFP®, ChFC®, and Series 66 licensed financial advisor with Edward Jones, where she has worked since 2006. She has 19 years of industry experience. Outside of her advisory role, she is a partner in a local real estate business in Monticello, Arkansas. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 advisors.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Wealth management Founder/Business Owner Executive Established Professionals
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Chastity B

Series 66

Monticello, AR

Edward Jones

Chastity Bowden is a financial advisor at Edward Jones in Monticello, AR, holding a Series 66 designation with over 12 years of industry experience. Her prior roles include positions at Commercial Bank and Trust Company and Aerus. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Jay J

CFP®, Series 66

Monticello, AR

Edward Jones

Jay Jones is a financial advisor with Edward Jones in Monticello, Arkansas, holding CFP® and Series 66 designations with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at the University of Arkansas at Monticello for 11 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors. The firm manages approximately $1.01 trillion in assets and provides discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products under a fiduciary standard.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive

Katelyn M

CFP®, Series 66

Monticello, AR

Edward Jones

Katelyn Martin is a financial advisor at Edward Jones with a CFP® designation and four years of industry experience. Her prior roles include positions at Thomasson PLLC, Stern Thomasson, PLLC, and the Arkansas Development and Finance Authority, where she serves as a director. She is also involved in managing finances for an agricultural property through Martin Land and Cattle Company, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm supports more than four million clients and operates under a fiduciary standard.

College savings (529s, UTMA, etc.) Retirement income strategy Wealth management General estate planning guidance Multi-generational wealth transfer Military & Veterans
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Arlee B

Series 63, Series 66

Monticello, AR

Edward Jones

Arlee Busby III is a financial advisor with Edward Jones in Monticello, Arkansas, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience, all with Edward Jones since 2000. Outside of his advisory role, he is associated with Busby Investments, LLC, a property investment business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Yukiko B

Series 66

Monticello, AR

Edward Jones

Yukiko Bivens is a financial advisor with Edward Jones in Monticello, Arkansas, holding a Series 66 designation and possessing three years of industry experience. She has been with Edward Jones since 2016 and previously worked for the University of Arkansas at Monticello for ten years. Outside of her advisory role, she is a co-owner of a family-operated farm, J & B Farm, though she does not engage in its daily operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Retirement income strategy Early retirement planning Inheritance planning Multi-generational wealth transfer Retirement withdrawal strategies Founder/Business Owner
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