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Credentials
Series 63, Series 65
Experience Industry experience
27 years
Location
Othello, WA 99344
Strategic Financial Concepts, LLC
Multi-team
Tony Ashton is a financial advisor with Strategic Financial Concepts, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at LPL Financial, Century Planning, Inc., Generational Planning Strategies, LLC, Capital Financial Services, Inc., and AFG Brokerage, LLC. Outside of advisory work, he is involved with Ashton Financial, LLC, an insurance business based in Othello, WA. Strategic Financial Concepts provides personalized investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth households, retirement plans, trusts, estates, charitable organizations, and corporations. The firm employs discretionary portfolio management with fundamental and technical analysis, model portfolios, and third-party manager solutions, often integrating financial planning with investment management.
Based on Strategic Financial Concepts, LLC
Based on Strategic Financial Concepts, LLC
Fixed fees negotiated based on estimated hours, including setup fees ranging from $250 to $50,000
$0 - $500,000: 2.50% $500,000 - $1,000,000: 2.00% $1,000,000+: 1.50%
Up to $500 per hour, negotiable depending on scope and complexity
Annual retainer planning fees, typically based on 0.2% of gross estate/business value; minimum annual fee $250
Account minimum: $250,000 Minimum fee: $250 annual minimum for ongoing planning services Fee-only: Hourly fees up to $500 per hour; fixed fees negotiated (e.g., $250 to $50,000 setup fee); annual retainer fees typically based on 0.2% of gross estate/business value
Othello, WA
160 South 16th Avenue
Othello WA 99344
Advisors at this office
1
Washington
27 years of industry experience
LPL Financial
2019 - Present • 7 years
Othello, WA
Century Planning, Inc
2015 - Present • 11 years
Othello, WA
Generational Planning Strategies, Llc
2015 - Present • 11 years
Othello, WA
Capital Financial Services, Inc.
2007 - 2019 • 12 years
Minot, ND
Afg Brokerage, Llc
2004 - Present • 22 years
Othello, WA
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.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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 63, Series 65
Othello, WA
GWN Securities Inc.
Shawn Logan is a financial advisor at GWN Securities Inc. with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GWN Securities since 2013. Prior to this, he owned and managed Shawn R. Logan Insurance for 37 years. Logan also serves as the mayor of Othello, Washington, and chairs the Adams County Development Council, an economic development organization. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through a large network of advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, using a range of investment strategies including legacy market-timing and momentum-based approaches.
CFP®, Series 63
Othello, WA
LPL Financial
Stephen Ashton is a CFP® with 25 years of industry experience, currently serving as a financial advisor at LPL Financial since 2019. His prior roles include positions at Generational Planning Strategies and Capital Financial Services, Inc. He is also involved in an insurance agency business, AFG Brokerage LLC, in Othello, WA. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with research tools and a broad range of investment options.
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