Steven Leland is a CFP, ChFC-designated registered investment advisor at Ashton Thomas Private Wealth, based in Scottsdale, AZ, with 23 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 7 more. Their firm serves 3,229 clients with $6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.99% |
Annual advisory fees are negotiable and depend on objective and subjective factors such as asset size, account composition, and scope of services, not to exceed 2.99%.
Fee Estimator
Location
8605 East Raintree Drive, Suite 280, Scottsdale, AZ, 85260
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Steven owns two rental properties, one in Texas since 2017 and one in Colorado since 2021. He dedicates minimal time to these activities.
Employment History
Current Registrations
Ashton Thomas Private Wealth
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Learnvest Planning Services, LLC
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
One Orchard Equities, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Aaron BrodtAshton Thomas Private Wealth
- Brian JackAshton Thomas Private Wealth
- Michael Juilfs, CFPCommonwealth Financial Network
- Richard Siegel, CFPArq Wealth Advisors, LLC
- Ryan Cox, CFPDew Wealth Management
- Jackson Pauley, CFPVanguard Advisers, INC.