Objective Wealth, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$54,011,473
Total clients
54
30% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
54
Average account size
$1,000,212
About
Objective Wealth, LLC provides discretionary investment management, project-based and ongoing financial planning, employee benefit plan consulting, business consulting, and income tax preparation and representation to individuals (including high‑net‑worth clients), small businesses, and employer plan sponsors. The firm manages a relatively small client base and offers tailored planning and implementation that reflect each client’s circumstances.
The firm’s investment approach is grounded in modern portfolio theory and emphasizes asset allocation across passive and active strategies using mutual funds and ETFs. Objective Wealth may engage sub‑advisors or third‑party managers for specialized mandates, constructs client portfolios to match stated risk profiles, and conducts regular (typically quarterly) account reviews.
Distinctive elements include the firm’s in‑house tax preparation and representation services and its combination of business/employee benefit consulting with wealth management—services not commonly bundled at firms of this size. The firm also integrates ongoing financial planning into its advisory relationships for larger accounts, has no stated account minimum, and participates in an institutional custody program for trade execution and administrative support.
Client services
Financial planning
Portfolio management
Pension consulting
Tax preperation
Fee options
Project-based financial planning fixed fee 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, billed in 15 minute increments, negotiable
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Main office location
Objective Wealth, LLC
Phoenix AZ, United States
Number of offices
1
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")