Dustin Javier
Advisor at Defined Capital LLC
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.
Advisor at Defined Capital LLC
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.
Location
Oak Brook, IL 60523
Credentials
CFP®, Series 66
Industry experience
14 years
Dustin Javier is a CFP® professional with 14 years of industry experience, currently serving as the sole advisor at Defined Capital LLC. His prior experience includes roles at Ausdal Financial Partners, PURSHE KAPLAN STERLING INVESTMENTS, and Mcadam LLC. In addition to his advisory work, he operates a separate insurance agency where he sells fixed insurance products. 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 aligned with clients’ goals and risk tolerance, and maintains a specialized retirement-plan practice acting as a limited-scope ERISA 3(21) fiduciary.
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
1550 Spring Road, Suite 215
Oak Brook, IL 60523
Illinois
Defined Capital LLC
2022 - Present (4 years)
Defined Capital LLC
2021 - Present (5 years)
Ausdal Financial Partners, Inc.
2016 - 2021 (5 years)
PURSHE KAPLAN STERLING INVESTMENTS, Inc.
2014 - 2016 (2 years)
McAdam LLC
2014 - 2016 (2 years)
Dustin Javier, Sole Proprietor
2013 - Present (13 years)
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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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