Dan VanDusen
Objective Wealth · Phoenix, Arizona
Dan VanDusen is a fee-only financial advisor at Objective Wealth in Phoenix, Arizona, who holds the CFP and MBA credentials. Dan charges a percentage of assets (ongoing planning from $4,500 a year and 0.9% a year on the first tier of assets managed) and focuses on retirement planning and tax planning.
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Specialties
Facts
| Firm | Objective Wealth |
|---|---|
| Based in | Phoenix, Arizona |
| Fee model | Percentage of assets |
| Fees (firm's website) | Ongoing planning from $4,500 a year · 0.9% a year on the first tier of assets managed |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $77.2M across 234 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in AZ, LA, TX · CRD 7024439 |
| Exams passed | Series 65 (2018) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | objectivewealthfp.com |
| Profile |
How Dan's firm compares
- Ongoing planning starts at $4,500 a year, in line with the Arizona median of $4,800 for fee-only firms that publish prices.
- Objective Wealth's average account is about $330,000, from its Form ADV (assets managed divided by 234 accounts).
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Questions about Dan
Is Dan VanDusen a fee-only financial advisor?
Yes. Dan VanDusen is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Dan's firm.
How does Dan charge for financial advice?
Dan charges a percentage of assets.
How much does Dan charge?
According to Objective Wealth's website, checked October 28, 2026: ongoing planning from $4,500 a year; 0.9% a year on the first tier of assets managed.
Does Dan work with clients virtually?
Yes. Objective Wealth says on its website that it works with clients remotely.
Where is Dan VanDusen based?
Dan VanDusen is based in Phoenix, Arizona.
What does Dan specialize in?
Dan's specialties include retirement planning and tax planning.
What credentials does Dan VanDusen hold?
Dan VanDusen holds the CFP and MBA credentials.
Is Dan VanDusen registered with the SEC?
Yes. Dan VanDusen is registered as an investment adviser representative in AZ, LA and TX (CRD 7024439), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Objective Wealth manage?
Objective Wealth reports $77.2M across 234 accounts in assets under management.
How do I contact Dan VanDusen?
Through Dan's website, objectivewealthfp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Objective Wealth website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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