Tyler Aubrey is a CFP-designated registered investment advisor at Define Financial, LLC, based in San Diego, CA, with 8 years of industry experience. Tyler 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
Tyler volunteers and participates as a golfer in The Borrego Open, a charity golf tournament, dedicating minimal time each year. He helps organize the tournament and calculates golfer handicaps.
Employment History
Current Registrations
Define Financial, LLC
Previous Registrations
Securities America Advisors, INC.
Securities America, 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.