Objective Wealth, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Financial Planning is offered at an hourly rate at $350 per hour and may be negotiable.”

Flat or project fee

$500⁠-⁠$20,000

“The fixed fee can range between $500 and $20,000, depending on complexity and scope of the project.”

Quarterly fee

$1,125⁠-⁠$10,000/qtr

“Ongoing Financial Planning Ongoing Financial Planning consists of an ongoing fee that is paid quarterly, in advance, at the rate of $1,125-$10,000 per quarter, depending on complexity and needs of the client.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Objective Wealth, LLC bills

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

• “Advisory fees are directly debited from Client accounts, or the Client may choose to pay by electronic funds transfer or check.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”
• “If a fixed fee program is chosen, half of the fee is due at the beginning of the process and the remainder is due upon completion of work, however, OW will not bill an amount above $500.00 more than 6 months in advance.”

How Objective Wealth, LLC’s fees compare

• Its hourly rate of $350 is above the Arizona median of $275. 69% of the 195 other Arizona planners that publish an hourly rate charge less.
• 28 of the 42 other planners in Phoenix that publish an hourly rate charge less.
• Its flat or project fee of $500-$20,000 spans the Arizona median of $3,100. 86% of the 164 other Arizona planners that publish a flat or project fee charge less.
• 26 of the 30 other planners in Phoenix that publish a flat or project fee charge less.

About Objective Wealth, LLC

• Principal: Daniel VanDusen
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2019 (7 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

68

Employees

1

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and other services

Assets managed

$77,231,438

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

305321

Website

objectivewealthfp.com (opens in new tab)

Phone

(480) 270-4442

Can advise clients in 2 states: Arizona, Louisiana

Other planners in Phoenix that publish fees

• Ability FirstPhoenix$12,000/yr
• Alpha FiduciaryPhoenix$350/hr
• Arcadia Wealth LLCPhoenix$350⁠-⁠$750/hr, $5,000⁠-⁠$25,000
• Arcwood Financial, LLCPhoenix$1,000
• B&e Financial ServicesPhoenix$500/hr, $2,000⁠-⁠$20,000/yr
• Bledsoe Asset Management, LLCPhoenix$250/hr

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