Objective Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$76,797,379
Clients
68
Advisors
1
of 1 employees
About
Objective Wealth serves individual clients (including high-net-worth individuals) and small businesses, providing discretionary investment management, project-based and ongoing financial planning, income tax preparation and business consulting. The firm also offers employee benefit plan services to employer plan sponsors, assisting with plan structure, investment options, monitoring, and participant education.
Its investment process is built around tailored asset-allocation consistent with modern portfolio theory, combining passive and active mutual funds and ETFs to implement client-specific investment policy statements and conducting periodic (quarterly) account reviews. The firm may engage third-party managers or sub-advisors for particular strategies and retains oversight of those relationships while clients’ assets are custodied through institutional services.
What is distinctive for a small independent adviser is the combination of pension consulting (employee benefit plan services) with tax preparation and broader business consulting—services that only about 15% of peers offer. The brochure also discloses the firm’s use of sub-advisors (including situations where those managers use funds they manage), participation in Schwab’s institutional program for custody and execution, and a practice of providing ongoing financial planning at no additional charge for clients with $500,000 or more under management.
Client services
Expertise
Occupation focus
Fee options
Project based financial planning fees ranging from $500 to $20,000, negotiable
$0 - $1,000,000: 0.90% $1,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.30%
$350 per hour, may be negotiable
Ongoing Financial Planning fee ranges from $1,125 to $10,000 per quarter, negotiable
Main office
Phoenix AZ
Advisors at this office
1
Most active in
Arizona · Louisiana · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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