Charles Schwab
Define Financial · San Diego, California
Charles Schwab is a fee-only financial advisor at Define Financial in San Diego, California, who holds the CFP credential. Define Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Define Financial |
|---|---|
| Based in | San Diego, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $314.6M across 588 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 7116887 |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | youstaywealthy.com |
How Charles's firm compares
- Define Financial's average account is about $535,000, from its Form ADV (assets managed divided by 588 accounts).
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Questions about Charles
Is Charles Schwab a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and Define Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Charles charge for financial advice?
Charles's firm, Define Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Charles Schwab based?
Charles Schwab is based in San Diego, California.
What credentials does Charles Schwab hold?
Charles Schwab holds the CFP credential.
Is Charles Schwab registered with the SEC?
Yes. Charles Schwab is registered as an investment adviser representative in CA (CRD 7116887), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Define Financial manage?
Define Financial reports $314.6M across 588 accounts in assets under management.
How do I contact Charles Schwab?
Through Charles's website, youstaywealthy.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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