Objective Capital Management, LLC fees and pricing

Financial planner in Fairlawn, Ohio. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 23, 2026, Objective Capital Management, LLC charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “We charge an hourly fee of $250 for financial planning services, which is negotiable depending on the scope and complexity of the plan, your situation, and your financial objectives.”

Payment and refund terms, quoted from the fee section of the brochure.

“Our advisory fee is negotiable, depending on individual client circumstances.”
“Fees are due upon completion of services rendered Client may cancel within five (5) business days of signing Agreement with no obligation and without penalty.”
“You will incur a pro rata charge for services rendered prior to the termination of the agreement. 6 Client Payment of Fees Investment management fees are billed quarterly in advance, meaning that we invoice you before the billing period.”

Its hourly rate of $250 matches the Ohio median of $250. 40% of the 219 other Ohio planners that publish an hourly rate charge less.
None of the 2 other planners in Fairlawn that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.5% a year
Clients: 110
Employees: 4
Works with: Individuals, high net worth individuals, and businesses
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $214,166,775
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 156013
Website: ocmwealth.com (opens in new tab)
Phone: (216) 468-1231

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.