Define Financial, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“In consideration of separate financial planning coaching sessions, Domain Money will typically charge pursuant to an hourly rate of $500 due at the time of scheduling the coaching session.”

Flat or project fee

$20,000⁠-⁠$50,000

“The flat fee generally ranges between $20,000 and $50,000, and we generally charge the entirety of the flat fee at the beginning of the financial planning engagement.​ ​ Alternatively, a client may request that half of the fee be due at the beginning of the engagement, with the remainder due at the completion of work.”

Annual fee

$20,000⁠-⁠$50,000/yr

“For ongoing services, we generally charge an ongoing flat annual fee that is paid monthly, quarterly, or semi-annually in advance, and that ranges between $20,000 to $50,000 per year.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Define Financial, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are negotiable, but we reserve the right to accept or reject different fees proposed by the client.”
• “The flat fee will be agreed upon before the start of any work and paid by check, ACH withdrawal, or debit/credit card through an independent and unaffiliated third-party payment processor.”
• “In any case, we will not bill an amount above $1,200.00 more than 6 months in advance.”

How Define Financial, LLC’s fees compare

• Its hourly rate of $500 is above the California median of $300. 85% of the 932 other California planners that publish an hourly rate charge less.
• 66 of the 73 other planners in San Diego that publish an hourly rate charge less.
• Its flat or project fee of $20,000-$50,000 is above the California median of $5,000. 96% of the 796 other California planners that publish a flat or project fee charge less.
• 67 of the 68 other planners in San Diego that publish a flat or project fee charge less.
• Its annual fee of $20,000-$50,000 is above the California median of $6,250. 95% of the 224 other California planners that publish an annual fee charge less.
• 19 of the 21 other planners in San Diego that publish an annual fee charge less.

About Define Financial, LLC

• Firm size: 7 employees.
• Founded: 2014 (12 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• Business owners

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Minimum

$20,000 minimum fee (stated in brochure)

Clients

119

Employees

7

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$314,636,290

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

286648

Website

linkedin.com/in/taylorschulte (opens in new tab)

Phone

(858) 345-1197

Can advise clients in 3 states: California, Louisiana, Texas

Other planners in San Diego that publish fees

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• Abundance PathwaysSan Diego$75/hr, $2,500
• Ac3 CapitalSan Diego$100/hr, $500⁠-⁠$2,000
• AdviceonlySan Diego$50⁠-⁠$600/hr, Up to $10,000
• Ariston Services Group, LLCSan Diego$250⁠-⁠$350/hr, $500⁠-⁠$25,000

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