Mariani Hummel is a CFP-designated registered investment advisor at Define Financial, LLC, based in San Diego, CA, with 2 years of industry experience. Mariani operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 119 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees can be charged as a flat annual fee up to $50,000 or an asset-based fee up to 1.00% per year. Subject to a minimum annual fee of $20,000 that increases by 3.0% annually.
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 →Employment History
Current Registrations
Define Financial, LLC
Previous Registrations
Fidelity Brokerage Services LLCBroker
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.
Exams
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