Joshua Rendler
Define Financial · San Diego, California
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.
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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, TX · CRD 6964024 |
| Exams passed | Series 65 (2022) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | youstaywealthy.com |
How Joshua'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 Joshua
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.
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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