Objective Wealth
8yrs
8 years in the industry
About the firm
A registered investment advisory firm. It manages about $77.2 million for roughly 68 individual clients. Services include financial planning, investment management for individuals and small businesses, retirement plan consulting.
How they work
How they’re paid ?A percentage of the assets they manage; Hourly fees; Flat or fixed fees
Typical client size ?$1.13 million
Assets under management ?$77.2 million
Individual clients68
Median years of experience8
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesRetirement plan consultingOther services
Advisors at Objective Wealth
1Advisors
8Median years of experience
1States with offices
–Offices
Also known as
About Objective Wealth
How do I contact Objective Wealth?
Call the main office at (480) 270-4442. The main office is at , .
How is Objective Wealth paid?
The firm reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Objective Wealth offer?
Financial planning, Investment management for individuals and small businesses, Retirement plan consulting, Other services.
How many advisors work at Objective Wealth?
We list 1 advisor currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.