Tyler Aubrey
Define Financial · San Diego, California
Tyler Aubrey 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 TX · CRD 6738572 |
| Exams passed | Series 66 (2017) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | youstaywealthy.com |
How Tyler'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 Tyler
Is Tyler Aubrey a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Tyler 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 Tyler charge for financial advice?
Tyler's firm, Define Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Tyler Aubrey based?
Tyler Aubrey is based in San Diego, California.
What credentials does Tyler Aubrey hold?
Tyler Aubrey holds the CFP credential.
Is Tyler Aubrey registered with the SEC?
Yes. Tyler Aubrey is registered as an investment adviser representative in TX (CRD 6738572), 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 Tyler Aubrey?
Through Tyler'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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