Defined Financial Planning LLC
Defined Financial Planning LLC is a registered investment adviser based in San Rafael, California. Founded in 2019, the firm provides comprehensive financial planning and investment advisory services tailored primarily to individuals, high net worth individuals, pension and profit sharing plans, and charitable organizations. With a small team of 5 employees, the company serves a diverse client base seeking personalized wealth management and fiduciary guidance. Defined Financial Planning is committed to delivering objective advice and fiduciary responsibility under SEC registration.
Investment Strategy
Defined Financial Planning LLC focuses on a client-centered investment approach, integrating personalized financial planning with disciplined portfolio management. The firm primarily manages investment portfolios for individuals and high net worth clients, using a mix of asset allocation strategies tailored to each client's risk tolerance and long-term goals. Their investment philosophy emphasizes diversification, risk management, and a long-term view, while also providing advice that aligns closely with each client's retirement, tax, and legacy goals. The firm does not promote any single investment product but rather constructs portfolios based on prudent investment principles and individual financial objectives.
Top Holdings
Equity Positions (60)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHG | SCHWAB STRATEGIC TR | 11.77% | $14.2M | 436,270 | $27.97 | $31.91 | +$2.6M |
D DGRW | WISDOMTREE TR | 7.82% | $9.4M | 105,749 | $81.19 | $88.96 | -$1.1M |
J JVAL | J P MORGAN EXCHANGE TRADED F | 6.20% | $7.5M | 155,620 | $42.30 | $47.50 | +$266.7K |
D DDWM | WISDOMTREE TR | 5.76% | $6.9M | 164,875 | $41.73 | $41.80 | +$6.7M |
A AGGY | WISDOMTREE TR | 5.58% | $6.7M | 152,014 | $43.09 | $44.27 | +$786.4K |