# Redefine Financial

> Redefine Financial is a state-registered investment advisory firm in Mission Viejo, CA, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 12, 2026.

- CRD: 297277
- Filed as: REDEFINE FINANCIAL
- Legal name: Redefine Financial LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Mission Viejo, CA
- Filing period: October 2026
- Form ADV filing dated: March 12, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/297277
- AdvisorCensus page: https://advisorcensus.com/firm/redefine-financial-mission-viejo-ca-297277

## Quick answers

**How is Redefine Financial compensated?**
On its Form ADV (Item 5.E, October 2026), Redefine Financial reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Redefine Financial located?**
Redefine Financial's principal office is in Mission Viejo, CA, according to its Form ADV.

**Is Redefine Financial registered with the SEC or a state?**
Redefine Financial is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 297277.

**How much does Redefine Financial manage?**
Redefine Financial reports $37,840,747 in regulatory assets under management in its Form ADV filing dated March 12, 2026 (100% discretionary).

**What types of clients does Redefine Financial serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (77); high net worth individuals (14); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Does Redefine Financial report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/297277

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $37,840,747
- Discretionary: $37,840,747
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 77 | $16,505,272 |
| High net worth individuals | 14 | $20,893,852 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $441,623 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- redefinefinancial.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Redefine Financial (CRD 297277): Form ADV filing data as of October 2026.