# Joshua Rendler

> Joshua Rendler 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.

Page: https://find.wellspent.co/advisors/joshua-rendler/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Define Financial
- **Based in:** San Diego, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $314.6M across 588 accounts
- **Credentials:** CFP
- **CRD:** 6964024 (https://adviserinfo.sec.gov/individual/summary/6964024)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 65 (2022)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** https://youstaywealthy.com/

## Frequently asked questions

### Is Joshua Rendler a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Joshua 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 Joshua charge for financial advice?

Joshua's firm, Define Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Joshua Rendler based?

Joshua Rendler is based in San Diego, California.

### What credentials does Joshua Rendler hold?

Joshua Rendler holds the CFP credential.

### Is Joshua Rendler registered with the SEC?

Yes. Joshua Rendler is registered as an investment adviser representative in CA and TX (CRD 6964024), 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 Joshua Rendler?

Through Joshua's website, youstaywealthy.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6964024): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.