Defined Financial Planning LLC

Defined Financial Planning LLC (CRD# 310137) is a financial advisory firm headquartered in San Rafael, CA. They manage $114,407,762 in 255 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
899 Northgate Dr, Suite 302, San Rafael, CA 94903
https://m.facebook.com/definedplanning/
By the Numbers
  • Total Assets Under Management
    114
    MILLION
  • Total Number of Accounts
    255
    ACCOUNTS
  • Average Account Value
    $448,658
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NV

Financial Advisors at Defined Financial Planning LLC
Showing 1 - 3 of 3 top financial advisors.
1
Martel Cooper, financial advisor San Rafael CA
Martel J. Cooper
CRD#: 857289
899 Northgate Dr, Suite 302, San Rafael, CA 94903

Martel Cooper (CRD# 857289) is an Investment Advisor Representative working at Defined Financial Planning LLC in San Rafael, CA and has over 41 years of experience in the finance industry.

2
Samuel Gaeta, financial advisor San Rafael CA
Samuel V. Gaeta
CRD#: 6616279
899 Northgate Dr, Suite 302, San Rafael, CA 94903

Samuel Gaeta (CRD# 6616279) is an Investment Advisor Representative working at Defined Financial Planning LLC in San Rafael, CA and has over 8 years of experience in the finance industry.

3
Michael Smith, financial advisor San Rafael CA
Michael G. Smith
CRD#: 2558680
899 Northgate Drive, Ste. 302, San Rafael, CA 94945

Michael Smith (CRD# 2558680) is an Investment Advisor Representative working at Defined Financial Planning LLC in San Rafael, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals