Define Financial, LLC

EST. AUM
$314,636,290

CONTACTS

CLIENT ACCOUNTS
588

Firm Details

Metro area San Diego
CRD Number 286648
Website definefinancial.com
Client types

Overview

Define Financial, LLC is an independent Registered Investment Adviser headquartered in San Diego, California, operating on a fee-only basis under a fiduciary standard. Established and led by Taylor R. Schulte, CFP®, the firm specializes in retirement planning for individuals and families aged 50 and older. Its proprietary “Total Retirement System™” provides a comprehensive and coordinated advisory framework, integrating discretionary portfolio management with advanced tax optimization, retirement income planning, and estate coordination. The firm’s investment approach is grounded in evidence-based principles, emphasizing cost-efficient, globally diversified portfolios designed to deliver sustainable retirement income and long-term financial peace of mind.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Define Financial, LLC

Platform Details

Investment Preferences

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