DEFINED FINANCIAL PLANNING LLC
CRD #310137 SEC #801-126370 SAN RAFAEL, CA (510) 200-8655
SEC Registered
Total AUM
$137.3M
Discretionary
$135.6M
Employees
5
Clients
26
Accounts
333
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 10, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| COOPER, MARTEL, JED | I | DIRECTOR OF INVESTMENTS | NA | Control |
| COOPER, MARTEL, JED | I | DIRECTOR OF INVESTMENTS | NA | Control |
| COOPER, MARTEL, JED | I | DIRECTOR OF INVESTMENTS | NA | Control |
| COOPER, MARTEL, JED | I | DIRECTOR OF INVESTMENTS | NA | Control |
| COOPER, MARTEL, JED | I | DIRECTOR OF INVESTMENTS | NA | Control |
| COOPER, MARTEL, JED | I | DIRECTOR OF INVESTMENTS | NA | Control |
| COOPER, MARTEL, JED | I | DIRECTOR OF INVESTMENTS | NA | Control |
| COOPER, MARTEL, JED | I | DIRECTOR OF INVESTMENTS | NA | Control |
| COOPER, MARTEL, JED | I | DIRECTOR OF INVESTMENTS | NA | Control |
| COOPER, MARTEL, JED | I | DIRECTOR OF INVESTMENTS | NA | Control |
| COOPER, MARTEL, JED | I | DIRECTOR OF INVESTMENTS | NA | Control |
| SMITH, MICHAEL, GREGORY | I | DIRECTOR OF TAX PLANNING | NA | Control |
| SMITH, MICHAEL, GREGORY | I | DIRECTOR OF TAX PLANNING | NA | Control |
| SMITH, MICHAEL, GREGORY | I | DIRECTOR OF TAX PLANNING | NA | Control |
| SMITH, MICHAEL, GREGORY | I | DIRECTOR OF TAX PLANNING | NA | Control |
| SMITH, MICHAEL, GREGORY | I | DIRECTOR OF TAX PLANNING | NA | Control |
| SMITH, MICHAEL, GREGORY | I | DIRECTOR OF TAX PLANNING | NA | Control |
| SMITH, MICHAEL, GREGORY | I | DIRECTOR OF TAX PLANNING | NA | Control |
| SMITH, MICHAEL, GREGORY | I | DIRECTOR OF TAX PLANNING | NA | Control |
| SMITH, MICHAEL, GREGORY | I | DIRECTOR OF TAX PLANNING | NA | Control |
| SMITH, MICHAEL, GREGORY | I | DIRECTOR OF TAX PLANNING | NA | Control |
| SMITH, MICHAEL, GREGORY | I | DIRECTOR OF TAX PLANNING | NA | Control |
| Gaeta, Samuel, Vasquez | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| Gaeta, Samuel, Vasquez | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| Gaeta, Samuel, Vasquez | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| Gaeta, Samuel, Vasquez | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| Gaeta, Samuel, Vasquez | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| Gaeta, Samuel, Vasquez | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| Gaeta, Samuel, Vasquez | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| Gaeta, Samuel, Vasquez | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| Gaeta, Samuel, Vasquez | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| Gaeta, Samuel, Vasquez | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| Gaeta, Samuel, Vasquez | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| Gaeta, Samuel, Vasquez | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| Gaeta, Samuel, Vasquez | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| Gaeta, Samuel, Vasquez | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| Gaeta, Samuel, Vasquez | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| Gaeta, Samuel, Vasquez | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, MEMBER | E | Control |
| Gaeta, Samuel, Vasquez | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, MEMBER | E | Control |
| Gaeta, Samuel, Vasquez | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, MEMBER | E | Control |
| Gaeta, Samuel, Vasquez | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, MEMBER | E | Control |
| Gaeta, Samuel, Vasquez | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, MEMBER | E | Control |
| Vasquez, Richard, Anthony | I | PARTNER | C | |
| Vasquez, Richard, Anthony | I | PARTNER | C | |
| Vasquez, Richard, Anthony | I | PARTNER | C | |
| Vasquez, Richard, Anthony | I | PARTNER | C | |
| Vasquez, Richard, Anthony | I | PARTNER | C | |
| Vasquez, Richard, Anthony | I | PARTNER | C | |
| Vasquez, Richard, Anthony | I | PARTNER | C | |
| Vasquez, Richard, Anthony | I | PARTNER | C | |
| Gutierrez, Brianna, Nicole | I | DIRECTOR OF OPERATIONS, MEMBER | B | |
| Gutierrez, Brianna, Nicole | I | DIRECTOR OF OPERATIONS, MEMBER | B | |
| Gutierrez, Brianna, Nicole | I | DIRECTOR OF OPERATIONS, MEMBER | B | |
| HASBROOK, BRIANNA, NICOLE | I | DIRECTOR OF OPERATIONS, MEMBER | B |
Registrations
Federal
IA
Jun 10, 2025 REGISTERED
Notice Filings (2)
CA NV
Address
899 NORTHGATE DRSUITE 300
SAN RAFAEL, CA 94903
United States
Phone: (510) 200-8655