Financial Advisors · profile RIA · registry-verified

Define Financial

Fee-only registered investment adviser · San Diego, CA

We built this from public sources. If something's wrong, the firm can submit a correction.

Address
12526 High Bluff Dr STE 270, San Diego, CA 92130, USA · View on Google Maps Google Places
Phone
(858) 345-1197 Google Places
Website
www.definefinancial.com Google Places
Category
Financial Advisors
Directory ratings
  • Google5.0 (18)
As listed on third-party directories · not endorsed
02
Core data

What we found

Every fact with its value and the sources behind it. Where sources disagree we show both, and anything resting on a single source is flagged.

Canonical Google Places Independent editorial Self-published Self-published social Press release / wire Aggregated
Fact Value Sources Citations
Fiduciary status yes 2 definefinancial.comSelf-published facebook.comSelf-published social linkedin.comSelf-published social local.yahoo.comAggregated mapquest.comAggregated pillarwm.comAggregated sdvoyager.comIndependent editorial taylorschulte.comIndependent editorial yelp.comAggregated zoominfo.comAggregated
How they're paid Fee-only 2 definefinancial.comSelf-published facebook.comSelf-published social linkedin.comSelf-published social local.yahoo.comAggregated mapquest.comAggregated pillarwm.comAggregated sdvoyager.comIndependent editorial taylorschulte.comIndependent editorial yelp.comAggregated zoominfo.comAggregated
Service delivery model Self-claimed 0 definefinancial.comSelf-published

3 facts·12 sources·0 contested·1 not confirmed

03
What the firm says about itself

Self-claims

What the firm states about itself — operational facts and self-promotion, kept apart.

Stated facts

First-party · firm-stated

First-party operational facts — hours, services, the firm's own descriptors.

Performance claims

Self-described · not endorsed

Self-promotion, kept with its source.

04
Recurring across sources

Themed claims

Claims that recur across sources, clustered by theme — each with its sources and citation count.

·
At a glance

Key facts

The firm's core identity facts, drawn from the sourced ledger below.

Main location
san diego, casdvoyager.comIndependent editorialtaylorschulte.comIndependent editorialpillarwm.comAggregatedpillarwm.comAggregatedfin.beautihost.comAggregatedusa.beautihost.comAggregateddefinefinancial.comSelf-publishedbloomberg.comIndependent editorialmapquest.comAggregatedzoominfo.comAggregatedcalifornia.beautihost.comAggregatedyelp.comAggregatedindyfin.comAggregatednextdoor.comAggregatedfacebook.comSelf-published sociallinkedin.comSelf-published social
Registration
DEFINE FINANCIAL, LLC, License #286648, CA · Registered Investment Advisor (RIA) · SEC registered · registered or notice filed in Californiaadviserinfo.sec.govIndependent editorialdefinefinancial.comSelf-publishedmapquest.comAggregatedlinkedin.comSelf-published socialindyfin.comAggregated
Professional certifications
CFPepodcastnetwork.comIndependent editorialdefinefinancial.comSelf-publisheddefinefinancial.comSelf-publisheddefinefinancial.comSelf-publisheddefinefinancial.comSelf-publishedfacebook.comSelf-published social
Services
financial planning, retirement planning · financial planning · investment management, tax planning, retirement income planning, and insurance optimization · personalized planningepodcastnetwork.comIndependent editorialsdvoyager.comIndependent editorialtaylorschulte.comIndependent editorialpillarwm.comAggregatedpillarwm.comAggregated
Who they work with
young professionals, small businesses · Retirees, pre-retirees, HENRYs (High-Earners-Not-Rich-Yet) · people over age 50 · individuals aged 50 and aboveepodcastnetwork.comIndependent editorialsdvoyager.comIndependent editorialtaylorschulte.comIndependent editorialpillarwm.comAggregated
How they invest
evidence-based/academicdefinefinancial.comSelf-published
How they're paid
fee-onlysdvoyager.comIndependent editorialtaylorschulte.comIndependent editorialdefinefinancial.comSelf-publishedpillarwm.comAggregateddefinefinancial.comSelf-publisheddefinefinancial.comSelf-publisheddefinefinancial.comSelf-publishedmapquest.comAggregatedzoominfo.comAggregatedfacebook.comSelf-published sociallinkedin.comSelf-published sociallocal.yahoo.comAggregatedyelp.comAggregated
05
Excerpts from public sources

In their words

Short excerpts from the sources behind this profile. The firm's own wording is marked.

Self-described · not endorsed The firm's own words are tinted and italicised.

Taylor Schulte, CFP® is Founder and CEO of Define Financial
epodcastnetwork.com Independent editorial ·
Address: 750 B Street, Suite 1750 San Diego, CA 92101
sdvoyager.com Independent editorial ·
To specialize in helping people over age 50
taylorschulte.com Independent editorial ·
Certified Financial Planner in San Diego
definefinancial.com Self-published ·
They specialize in assisting individuals aged 50 and above to lower taxes in retirement, manage investment risks, and create tax-efficient income strategies.
pillarwm.com Aggregated ·
Address: 🏡 12526 High Bluff Dr STE 270, San Diego, CA 92130
fin.beautihost.com Aggregated ·
Where is Define Financial 🏡? 12526 High Bluff Dr STE 270, San Diego, CA 92130
usa.beautihost.com Aggregated · california.beautihost.comAggregated
The Company offers investment management, retirement income savings, tax planning, insurance optimization, and risk management services to individuals and institutions.
bloomberg.com Independent editorial ·
06
Every source, every date

Where every fact comes from

We read 133 mentions across the web and boiled them down to 65 confirmed facts — each with its source, date, and how we checked it.

› Where every fact comes from 65 confirmed facts · 133 mentions read
Fact Value Source Source date How we checked
Accolade best financial advisors in san diego by expertise.com definefinancial.comSelf-published Verified
Accolade investopedia top 100 financial advisor definefinancial.comSelf-published Verified
Accolade the #2 independent financial advisor in the u.s. by investopedia yelp.comAggregated Verified
Category Finance industry fin.beautihost.comAggregated Verified
Category Financial Advising · 3 sources yelp.comAggregatedyelp.comAggregatedyelp.comAggregated Verified
Category financial advisor · 2 sources yelp.comAggregatednextdoor.comAggregated Verified
Category financial advisory services company bloomberg.comIndependent editorial Verified
Category Financial Consulting local.yahoo.comAggregated Verified
Category financial planner · 3 sources definefinancial.comSelf-publisheddefinefinancial.comSelf-publishedfacebook.comSelf-published social Verified
Category financial planning firm zoominfo.comAggregated Verified
Category Financial service local.yahoo.comAggregated From page metadata
Category Financial Services yelp.comAggregated Verified
Category Insurance · 2 sources yelp.comAggregatedyelp.comAggregated Verified
Category Investing · 2 sources yelp.comAggregatedyelp.comAggregated Verified
Category investment firms pillarwm.comAggregated Verified
Category Professional services nextdoor.comAggregated Verified
Category wealth management firm epodcastnetwork.comIndependent editorial Verified
Featured on definefinancial.com · 2 sources definefinancial.comSelf-publisheddefinefinancial.comSelf-published Verified
Featured on epodcastnetwork.com · 2 mentions epodcastnetwork.comIndependent editorial Verified
Featured on yelp.com yelp.comAggregated Verified
Fiduciary status fiduciary · 11 sources sdvoyager.comIndependent editorialtaylorschulte.comIndependent editorialpillarwm.comAggregatedpillarwm.comAggregateddefinefinancial.comSelf-publishedmapquest.comAggregatedzoominfo.comAggregatedfacebook.comSelf-published sociallinkedin.comSelf-published sociallocal.yahoo.comAggregatedyelp.comAggregated Verified
Founded by taylor schulte · 3 sources epodcastnetwork.comIndependent editorialpillarwm.comAggregateddefinefinancial.comSelf-published Verified
How they invest evidence-based/academic definefinancial.comSelf-published Verified
How they're paid fee-only · 13 sources sdvoyager.comIndependent editorialtaylorschulte.comIndependent editorialdefinefinancial.comSelf-publishedpillarwm.comAggregateddefinefinancial.comSelf-publisheddefinefinancial.comSelf-publisheddefinefinancial.comSelf-publishedmapquest.comAggregatedzoominfo.comAggregatedfacebook.comSelf-published sociallinkedin.comSelf-published sociallocal.yahoo.comAggregatedyelp.comAggregated Verified
Main location ca · 7 sources definefinancial.comSelf-publishedyelp.comAggregatedmapquest.comAggregatedindyfin.comAggregatednextdoor.comAggregatedlinkedin.comSelf-published sociallocal.yahoo.comAggregated From page metadata
Main location san diego, ca · 16 sources sdvoyager.comIndependent editorialtaylorschulte.comIndependent editorialpillarwm.comAggregatedpillarwm.comAggregatedfin.beautihost.comAggregatedusa.beautihost.comAggregateddefinefinancial.comSelf-publishedbloomberg.comIndependent editorialmapquest.comAggregatedzoominfo.comAggregatedcalifornia.beautihost.comAggregatedyelp.comAggregatedindyfin.comAggregatednextdoor.comAggregatedfacebook.comSelf-published sociallinkedin.comSelf-published social Verified
Main location us · 4 sources definefinancial.comSelf-publishedmapquest.comAggregatednextdoor.comAggregatedlinkedin.comSelf-published social From page metadata
Professional certifications CFP · 6 sources epodcastnetwork.comIndependent editorialdefinefinancial.comSelf-publisheddefinefinancial.comSelf-publisheddefinefinancial.comSelf-publisheddefinefinancial.comSelf-publishedfacebook.comSelf-published social Verified
Recommended for retirement planning definefinancial.comSelf-published Verified
Registration DEFINE FINANCIAL, LLC, License #286648, CA adviserinfo.sec.govIndependent editorial Not dated Registry-verified
Registration Registered Investment Advisor (RIA) definefinancial.comSelf-published Verified
Registration registered or notice filed in California indyfin.comAggregated Verified
Registration SEC registered · 2 sources mapquest.comAggregatedlinkedin.comSelf-published social Verified
Service delivery model hybrid definefinancial.comSelf-published Verified
Service delivery model virtual definefinancial.comSelf-published Corrected
Services estate planning definefinancial.comSelf-published Verified
Services Financial Advising, Insurance, Investing yelp.comAggregated Verified
Services financial planning · 2 sources sdvoyager.comIndependent editorialtaylorschulte.comIndependent editorial Verified
Services financial planning, asset management linkedin.comSelf-published social Verified
Services financial planning, investment management, retirement planning, tax planning, estate planning definefinancial.comSelf-published Verified
Services financial planning, retirement planning epodcastnetwork.comIndependent editorial Verified
Services investment management definefinancial.comSelf-published Verified
Services investment management, retirement income savings, tax planning, insurance optimization, and risk management services bloomberg.comIndependent editorial Verified
Services investment management, retirement planning, tax planning yelp.comAggregated Verified
Services investment management, tax planning, and retirement solutions zoominfo.comAggregated Verified
Services investment management, tax planning, retirement income planning, and insurance optimization pillarwm.comAggregated Verified
Services investment management, tax planning, retirement planning local.yahoo.comAggregated Verified
Services ongoing retirement planning, proactive tax planning, and tax-smart investment management definefinancial.comSelf-published Verified
Services personalized planning pillarwm.comAggregated Verified
Services retirement planning · 2 sources definefinancial.comSelf-publisheddefinefinancial.comSelf-published Verified
Services retirement planning, tax planning · 2 sources definefinancial.comSelf-publisheddefinefinancial.comSelf-published Verified
Services tax planning definefinancial.comSelf-published Verified
Services tax planning, investment management, retirement planning nextdoor.comAggregated Verified
Who they work with busy professionals and retirees facebook.comSelf-published social Verified
Who they work with clients aged 50 and older zoominfo.comAggregated Verified
Who they work with individual and institutional clients linkedin.comSelf-published social Verified
Who they work with individuals aged 50 and above pillarwm.comAggregated Verified
Who they work with people aged 50+ and retirement savers with a nest egg of $2 Million or more yelp.comAggregated Verified
Who they work with people aged 50+; diligent retirement savers who have a nest egg of $2 Million or more local.yahoo.comAggregated Verified
Who they work with people over 50, retirees definefinancial.comSelf-published Verified
Who they work with people over age 50 taylorschulte.comIndependent editorial Verified
Who they work with retirees · 2 sources definefinancial.comSelf-publisheddefinefinancial.comSelf-published Verified
Who they work with Retirees, pre-retirees, HENRYs (High-Earners-Not-Rich-Yet) sdvoyager.comIndependent editorial Verified
Who they work with retirement savers over age 50 · 2 sources definefinancial.comSelf-publisheddefinefinancial.comSelf-published Verified
Who they work with young professionals, small businesses epodcastnetwork.comIndependent editorial Verified

How we checked — what each label means·Verified matched its source·Corrected tidied up wording·From page metadata read from the site's code·Registry-verified checked against an official registry

07
Registrations & qualifications

Credentials

Verified credentials are checked against an external registry; self-asserted ones come from the firm's own materials.

Verified

1 · checked against a registry

Self-asserted

2 · from the firm's own materials · unverified

For reference, not advice. Nothing on this page is legal, tax, or financial advice. Current registration and disciplinary status are held by the linked authorities, which are authoritative where this page and they differ.

08
We publish the gaps too

What we do not know

Attributes we couldn't establish from the available sources.

  • — Is RIANothing public to confirm this Nothing public to confirm this
  • — Service delivery modelSelf-claimed, not independently confirmed Self-claimed, not independently confirmed
09

How this page was built

Every fact was extracted from a public source, then re-checked against that source before publishing.

Sources
11
Data refreshed
Compiled
Mentions → facts
133 → 65
Aggregated Self-published Independent editorial Self-published social

Sources consulted

Profile · define-financial-1a090d467cd04486b009e73a20754b1d Category · Financial Advisors Published by Authoria