Redefine Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$37,840,747
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
91
15% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
91
Average account size
$415,832
About
Redefine Financial is an independent, single‑advisor registered investment adviser serving individuals and families and a smaller number of pension and profit‑sharing plans, managing roughly $37.8 million for about 90 clients. The firm provides discretionary portfolio management (including access to SEI-managed account solutions and SEI mutual fund model programs), financial planning and consulting, ERISA plan advisory services, and public and employer educational seminars and workshops.
Portfolios are managed on a discretionary basis using SEI’s platform and, when applicable, third‑party sub‑advisors and overlay managers; the firm tailors strategies to client goals with a mix of fundamental, technical and goals‑based analysis, periodic rebalancing, and quarterly reviews. Clients can impose investment restrictions and the firm documents objectives and designs strategies around cash‑flow, tax management, and retirement goals.
Distinctive features include formal pension consulting capabilities—offering both limited‑scope ERISA 3(21) advice and discretionary 3(38) investment manager services—and a program of fee‑based seminars and employer workshops, which is less common among solo independent advisors. The firm’s principal also operates an affiliated insurance practice and other outside consulting activities, which the brochure discloses as potential conflicts of interest and addresses through disclosure and fiduciary procedures.
Client services
Financial planning
Portfolio management
Pension consulting
Educational seminars or workshops
Expertise
Wealth management
Retirement income strategy
Cash flow / budgeting
Occupation focus
Founder/Business Owner
Retired
Fee options
Fixed fees between $1,500 and $6,000 for financial planning and consulting
$0.00 - $250,000: 2.00% annually $250,001 - $500,000: 1.50% annually $500,001 - $1,000,000: 1.25% annually $1,000,001 - $2,500,000: 1.00% annually Over $2,500,000+: 0.75% annually
$300 per hour for financial planning services
Fee-only: Hourly fees of $300 per hour or fixed fees between $1,500 and $6,000 for financial planning and consulting
Main office location
Redefine Financial
27201 Puerta Real, Suite 300
Mission Viejo CA 92691, United States
Number of offices
1
Most active in
Redefine Financial has reported serving >5 clients in these states in the last 12 months.
California · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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