Stratos Wealth Partners
47yrs
Top advisor by experience in Arizona
21yrs
Lance Millar
Financial advisor at Ashton Thomas Private Wealth
Lance Millar is a fiduciary financial advisor in Scottsdale, Arizona, with 21 years in the industry. Lance joined Ashton Thomas Private Wealth in 2025, after ten years at SVB Wealth and four years at Banyan Partners. Lance holds the CFP® designation.
One of 3468 advisors with offices in Scottsdale, and one of 3171 fiduciaries.
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- May 2025 – nowAshton Thomas Private WealthCurrent firm
- 2014 – 2025SVB WealthPreviously
- 2011 – 2014Banyan Partners, LLCPreviously
- 2007 – 201115430 Endeavour Drive, Inc.Previously
- Sep 2005 – Aug 2006UBS Financial Services Inc.Previously
Contact Lance
(602) 732-4745Ashton Thomas Private Wealth main office 8605 East Raintree Drive Suite 280Scottsdale, AZ 85260Office · Get directions Instagram pageAshton Thomas Private Wealth
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Questions to ask Lance
Tailored to Lance’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Lance
How do I contact Lance?
Call Ashton Thomas Private Wealth at (602) 732-4745 and ask for Lance Millar. Lance works from the Scottsdale, AZ office.
How long has Lance been a financial advisor?
Lance has been in the industry since 2005, about 21 years. More experience than 68% of advisors in Arizona.
What licenses does Lance hold?
Series 66. Tap any license on this page to see what it allows.
Is Lance a fiduciary?
Lance is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Lance paid?
Ashton Thomas Private Wealth reports being paid by a percentage of the assets they manage, hourly fees. Ask Lance 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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