Redefine Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 12, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“All refunds will be calculated based on work completed at Redefine Financial’s hourly rate of $300 per hour.”

Flat or project fee

$1,500⁠-⁠$6,000

“Services are offered based on a flat fee between $1,500 and $6,000.”

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

How Redefine Financial bills

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

• “Assets Under Management $0.00 to $250,000 $250,001 to $500,000 $500,001 to $1,000,000 $1,000,001 to $2,500,000 Over $2,500,000 The annual fee may be negotiable.”
• “Redefine Financial’s fee will be calculated quarterly on the Client’s Account balance and payable quarterly in arrears net of any income, withholding or other taxes.”
• “The annual fee is negotiable and will be charged as a percentage of the Included Assets.”

How Redefine Financial’s fees compare

• Its hourly rate of $300 matches the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
• 2 of the 7 other planners in Mission Viejo that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$6,000 spans the California median of $5,000. 42% of the 796 other California planners that publish a flat or project fee charge less.
• 5 of the 9 other planners in Mission Viejo that publish a flat or project fee charge less.

About Redefine Financial

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2018 (8 years).

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

3% a year

Clients

91

Employees

1

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops

Assets managed

$37,840,747

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

297277

Website

redefinefinancial.com (opens in new tab)

Phone

(949) 354-5543

Can advise clients in 2 states: California, Texas

Other planners in Mission Viejo that publish fees

• Bright Wealth Advisors, LLCMission Viejo$400/hr, $1,500⁠-⁠$6,000
• Castle FinancialMission Viejo$500⁠-⁠$3,500
• Di Bello FinancialMission Viejo$400/hr
• Downie Financial GroupMission Viejo$150⁠-⁠$500/hr, $250⁠-⁠$10,000
• Kohr InvestmentsMission Viejo$350/hr, $350⁠-⁠$2,000
• Owens Investment Advisors LLCMission Viejo$250/hr, $2,500

Compare all 11 planners in Mission Viejo