Robert Padilla
Robert Padilla is a CFP-designated registered investment advisor at Redefine Financial, based in Mission Viejo, CA, with 33 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 81 clients with $27M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M+ | 0.75% |
The annual fee may be negotiable. Redefine Financial also utilizes SEI Investments Management Corp (SIMC) for managed account solutions and mutual fund models, which have their own fee structures. SIMC’s advisory fee schedule for MAS range from .10% to 1.25%.
Fee Estimator
Location
27201 Puerta Real, Suite 300, Mission Viejo, CA, 92691
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert is a managing member and insurance agent at RP&A Financial Strategists, LLC, dedicating about a quarter of his time to insurance sales. He is also an officer at FederalRetirementReport.com and a managing member of The Dog Pawrk Brewing Company, LLC, spending about a quarter of his time and nearly full-time on these activities, respectively.
Employment History
Current Registrations
Redefine Financial
Previous Registrations
First Allied Advisory Services, INC.
First Allied Securities, INC.
First Allied Securities, INC.Broker
Mutual of Omaha Investor Services, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.