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Advisors / Arizona / Scottsdale
21yrs

Daniel Meier

Financial advisor at Ashton Thomas Private Wealth

Daniel Meier has worked in the financial industry for 21 years and is a fiduciary financial advisor based in Scottsdale, Arizona. After two years at Wealth Management International and six years at Advisornet Wealth Partners, Daniel joined Ashton Thomas Private Wealth in 2023, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets and hourly fees.

One of 3468 advisors with offices in Scottsdale, and one of 3171 fiduciaries.

Scottsdale, AZ 85260Fiduciary advisor
Call the officeDirections

At a glance

Experience21 years (since 2005)
How that compares ?More experience than 68% of advisors in Arizona
Office8605 East Raintree Drive Suite 280, Scottsdale, AZ 85260
How the firm is paid ?Percent of assets, Hourly
Typical client at the firm ?$1.84 million
Advisors at the firm78
States licensed ?1 state

Services through Ashton Thomas Private Wealth

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 66Uniform Combined State Law Examination

Career

  1. 2023 – now
  2. Feb 2016 – Sep 2017
    Wealth Management International, Ltd.Previously
  3. 2014 – 2020
  4. Jan 2014 – Nov 2015
    Cetera Wealth Services, LLCPreviously

Questions to ask Daniel

Tailored to Daniel’s registration and firm.

  1. What does a financial plan with you include, and how often is it updated?
  2. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Daniel

How do I contact Daniel?

Call Ashton Thomas Private Wealth at 602-732-4745 and ask for Daniel Meier. Daniel works from the Scottsdale, AZ office.

How long has Daniel been a financial advisor?

Daniel has been in the industry since 2005, about 21 years. More experience than 68% of advisors in Arizona.

What licenses does Daniel hold?

Series 66. Tap any license on this page to see what it allows.

Is Daniel a fiduciary?

Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Daniel paid?

Ashton Thomas Private Wealth reports being paid by a percentage of the assets they manage, hourly fees. Ask Daniel for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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