Objective Wealth at a glance
- One of 212 fee-only firms based in Arizona in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 68 individual clients, 20 of them high net worth.
- Its average account is about $330,000 (assets it manages divided by its 234 accounts).
- Its ongoing planning fee starts at $4,500 a year, in line with the Arizona median of $4,800.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Arizona · What fee-only advisors charge in Arizona
Facts
| Based in | Phoenix, Arizona |
|---|---|
| Website | objectivewealthfp.com |
| [email protected] | |
| Phone | (480) 270-4442 |
Questions about Objective Wealth
How much does Objective Wealth charge?
Objective Wealth publishes these prices: ongoing planning: from $4,500 a year; asset-based fee: 0.9% a year on the first tier of assets. We found this on its website, checked October 28, 2026.
How is Objective Wealth paid?
Objective Wealth's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Objective Wealth have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Objective Wealth.
What is the average account at Objective Wealth?
Objective Wealth's average account is about $330,000. That's the assets on its Form ADV divided by its 234 accounts.
What does Objective Wealth specialize in?
Objective Wealth's advisors and website list retirement planning and tax planning.
Is Objective Wealth accepting new clients?
Yes, according to Objective Wealth's website, checked October 28, 2026.
Does Objective Wealth work with clients virtually?
Yes. Objective Wealth's website says it works with clients virtually.
Objective Wealth fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $4,500 a year |
|---|---|
| Asset-based fee | 0.9% a year on the first tier of assets |
| How it charges | Percentage of assets |
In the firm's words
"Minimum Fee: $1,125 / quarter" source
"$0 - $1,000,000 --- 0.90% Annually" source
"$10,000,001 AND ABOVE --- 0.30% Annually" source
"$0 - $1,000,000 --- 0.90% Annually" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $77 million |
| Individual clients | 48 |
| High-net-worth clients | 20 |
| Accounts managed | 234 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | February 28, 2026 |
| SEC record | CRD 305321 |