Taylor Schulte
Tax-smart retirement planning for investors with a $2MM+ nest egg.
Define Financial · San Diego, California
Taylor Schulte is a fee-only financial advisor at Define Financial in San Diego, California, who holds the CFP credential. Taylor charges a percentage of assets and a flat fee or retainer (ongoing planning from $20,000 a year) and focuses on small business owners, retirement planning and family wealth transfer.
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Specialties
Who they serve
- High earners
- Ultra high net worth
- Pre-retirees
- Retirees
- Multi-generational families
- Executives
- Founders
About
An award-winning team dedicated to helping high-net worth retirement savers over age 50 with a $2MM+ nest egg reduce taxes, invest smarter, and maximize income.
Services
- 401(k) & IRA Management
- Estate Planning
- Executive Compensation
- Financial Planning
- Insurance/Risk Management
- Pension Planning
- Portfolio Management
- Social Security Planning
- Wealth Management
- Real Estate Advisory
- Trust Services
- Tax Strategy
- Stock Option Planning
- Risk Management
- Retirement Planning
- Portfolio Rebalancing
- Philanthropic Planning
- Liquidity & Exit Planning
- Investment Management
- Insurance Planning
- Family Wealth Transfer
- Exit Planning
- Charitable Giving
- Asset Allocation
Facts
| Firm | Define Financial |
|---|---|
| Based in | San Diego, California |
| Fee model | Percentage of assets · Flat fee or retainer |
| Fees (firm's website) | Ongoing planning from $20,000 a year |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $100M - $500M |
| Firm founded | 2014 |
| Firm size | 2 - 5 employees |
| Credentials | CFP |
| Investment approach | Blend of both |
| SEC registration | Investment adviser representative in TX · CRD 5371615 |
| Exams passed | Series 66 (2007) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.definefinancial.com |
| Profile |
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Questions about Taylor
Is Taylor Schulte a fee-only financial advisor?
Yes. Taylor Schulte is listed in the public advisor directory (listed as fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Taylor's firm.
How does Taylor charge for financial advice?
Taylor charges a percentage of assets and a flat fee or retainer.
How much does Taylor charge?
According to Define Financial's website, checked October 28, 2026: ongoing planning from $20,000 a year.
Does Taylor work with clients virtually?
Yes. Define Financial says on its website that it works with clients remotely.
Where is Taylor Schulte based?
Taylor Schulte is based in San Diego, California.
What does Taylor specialize in?
Taylor's specialties include small business owners, retirement planning, family wealth transfer, equity compensation, pension planning and real estate investors. Taylor works with high earners, ultra high net worth, pre-retirees, retirees and multi-generational families.
What credentials does Taylor Schulte hold?
Taylor Schulte holds the CFP credential.
Is Taylor Schulte registered with the SEC?
Yes. Taylor Schulte is registered as an investment adviser representative in TX (CRD 5371615), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Define Financial manage?
Define Financial reports $100M - $500M in assets under management.
How do I contact Taylor Schulte?
Through Taylor's website, www.definefinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Public advisor directory : listed as fee-only
- Define Financial website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 25, 2026.
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