user avatar

Richard Westhelle

Advisor at Ashton Thomas Private Wealth

Updated today

Location

Monticello, AR

Credentials

CFP®, Series 63, Series 65

Industry experience

16 years

About

Richard Westhelle is a CFP® professional with 16 years of industry experience. He currently works at Ashton Thomas Private Wealth and previously spent ten years at Goldman Sachs Personal Financial Management. Ashton Thomas Private Wealth serves individual and institutional clients, including high-net-worth households, trusts, estates, retirement plans, and charitable entities. The firm offers discretionary portfolio management, financial planning, family office services, and retirement-plan fiduciary consulting, utilizing a range of investment strategies and the Amplify Platform for back-office support and program access.

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

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

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

Monticello, AR

Most active in

Arkansas · Florida

Work history

Ashton Thomas Private Wealth, LLC

2024 - Present (2 years)

Ashton Thomas Advisors, LLC

2024 - Present (2 years)

Advisors Capital Management, LLC

2022 - 2024 (2 years)

Goldman Sachs Personal Financial Management

2012 - 2022 (10 years)

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

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
user avatar

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.

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

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 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he is involved with Busby Investments, LLC, a property investment business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a nationwide network of over 23,000 financial advisors and more than 15,000 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, AR, holding a Series 66 designation and three years of industry experience. She previously worked at Drew County District Court and the University of Arkansas at Monticello. Outside of her advisory role, she is a co-owner of a family-operated farm, though she is not involved in its operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large network of advisors and branch offices across the United States.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Inheritance planning Founder/Business Owner
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")