Evan S.
11/29/2018
Working with Taylor, Jon and the Define Financial team has been amazing and we couldn't have asked for a better partner for our finances. We love the fact that they're a fee-only fiduciary and are...
Define Financial
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12526 High Bluff Dr Ste 270
San Diego, CA 92130
At Define Financial, we operate a little differently than the large brokerage firms. As an SEC registered firm, we are required to act in a fiduciary capacity - the highest standard of care. Put simply, our clients' interests must be ahead of ours at all times. In addition, our fee structure is 100% transparent and we never accept compensation in the form of commissions. The only form of compensation we receive comes directly from our clients through a fee schedule that best suits their needs. We work with our clients, on the same side of the table, to help simplify and enhance the quality of their lives.
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Reviews
5.012 reviewsLaura M.
4/30/2024
I found Taylor Schulte through his Live Wealthy podcast which I can highly recommend! When we learned their team was accepting new clients, we quickly got in touch to see if they may be a good fit...
Lori H.
3/3/2023
Everything was great. The workers were good very polite. Everything was explained extremely well. I would recommend this business to everyone.
Kirk H.
4/24/2018
My wife and I have been working with Taylor and Jon to get our first retirement account setup through our business. It is something I've wanted to do for a while but have put off because I always...
Jonathan S.
4/10/2018
Taking the dive to work with Jon and Taylor has felt like one of the best investments I've ever made. The patient financial advice and relevant resources they provided were hugely educational and...
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