Dustin Johnson Javier
Advisor at Defined Capital LLC — Oak Brook, IL
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 66
Experience Industry experience
14 years
Location
Oak Brook, IL 60523
Defined Capital LLC
Independent
Total advisors
1Clients per advisor
130 Very HighAvg AUM per client
$335,577 LowHNW client ratio
11% TypicalDustin Javier is a financial advisor at Defined Capital LLC with 14 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Defined Capital, he worked at Ausdal Financial Partners, Inc. and operates a sole proprietorship focused on fixed insurance sales. Defined Capital provides discretionary asset management, comprehensive financial planning, and retirement-plan consulting for individuals, high-net-worth clients, and plan sponsors. The firm emphasizes customized portfolio construction with regular reviews and offers a specialized limited-scope ERISA 3(21) fiduciary service for retirement plans.
Based on Defined Capital LLC
Based on Defined Capital LLC
Fixed fees from $1,000 to $2,500 for full financial plan; $600 to $2,500 annually for ongoing financial planning
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,500,000: 0.75% annually $2,500,000.01+: 0.50% annually
$250 per hour for hourly consultation services
Minimum fee: $60 annual flat fee for accounts with $20,000 or less assets under management Fee-only: Fixed financial plan fees range from $1,000 to $2,500; hourly consultation fee is $250 per hour; ongoing financial planning fixed fee ranges from $600 to $2,500 annually
Oak Brook, IL
1550 Spring Road, Suite 215
Oak Brook IL 60523
Advisors at this office
1
Illinois
14 years of industry experience
Defined Capital LLC
2022 - Present • 4 years
Oak Brook, IL
Defined Capital LLC
2021 - Present • 5 years
Oak Brook, IL
Ausdal Financial Partners, Inc.
2016 - 2021 • 5 years
Davenport, IA
Dustin Javier, Sole Proprietor
2013 - Present • 13 years
Oak Brook, IL
VOYA Financial Advisors, Inc.
2012 - 2014 • 2 years
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
A client's investment-related complaint, arbitration or lawsuit, including ones that were denied, withdrawn or settled.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
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