Taylor Schulte is a CFP-designated registered investment advisor at Define Financial, LLC, based in San Diego, CA, with 18 years of industry experience. Taylor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 114 clients with $280M 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 $2.0M | 0.95% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.30% |
| $10M+ | 0.30% |
Fees are negotiable for amounts above $10,000,000. Clients can also pay a flat annual fee between $20,000 and $40,000 for both investment management and financial planning.
Fee Estimator
Location
12526 High Bluff Drive, Suite 270, San Diego, CA, 92130
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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 Activities
Taylor is a shareholder in Wealthtender, Inc., a personal finance content platform, dedicating minimal time to providing thought leadership and support. Taylor also owns Schulte Ventures, LLC, which provides online educational content and consulting, taking about 10-20% of Taylor's time.
Employment History
Current Registrations
Define Financial, LLC
Previous Registrations
Advanced Practice Advisors, LLC
Beverly Hills Wealth Management, LLC
Morgan Stanley Smith Barney LLC
Morgan Stanley & CO. Incorporated
State Registrations2 states
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