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Jacob Vanderslik, CRPC®
Edelman Financial Engines, LLC

Tel: 602-553-2024
4742 N. 24th Street
Suite 400
Phoenix, AZ 85016
Edelman Financial Engines, LLC | Financial Advisor in Phoenix ,AZ

About Jacob Vanderslik

I was born in the Midwest, which instilled in me my core values: honesty, hard work and helping others. I have a passion to help ensure everyone I meet gets the right financial plan for their retirement goals. Working as a fiduciary, I enjoy knowing my recommendations are in the best interests of my clients.


About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.

1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered.
2Data as of Dec. 31, 2021.


Call today! Request your free financial plan, an $800 value.

We'll take a comprehensive look at your situation, to highlight what you're doing right and identify opportunities that could take your wealth to the next level. [Limit 1 free offer per household, per 18 months. Offer ends 7/31/22 and is only applicable to households with minimum investable assets of $250,000. Must not have an existing Edelman Financial Engines wealth management account to qualify. Offer criteria may be waived at Edelman Financial Engines' discretion.]

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General Information

Firm Start Year:   2012
Name of Custodial Firm:   Charles Schwab, TD Ameritrade and others.
Number of Years with Current Firm:   6

Firm Information

Firm's Number of Clients:   1,150,000
Assets Managed by Firm:   $205,600,000,000

Compensation and Fees

Fee Structure:   Fee-Based

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Disclosures

WiserAdvisor is a promoter for Financial Engines Advisors L.L.C. (Edelman Financial Engines), a federally registered investment adviser. As a promoter, WiserAdvisor may share with Edelman Financial Engines your contact and other personal information to facilitate your introduction as a prospective client. WiserAdvisor is not a client, agent, representative or affiliate of Edelman Financial Engines. WiserAdvisor receives a referral fee from Edelman Financial Engines in exchange for each prospective client WiserAdvisor provides to Edelman Financial Engines. This referral fee is paid by Edelman Financial Engines and will not be passed on to you. Due to this arrangement, WiserAdvisor has an incentive to match you to Edelman Financial Engines as one of the options. Please click the Supplemental Disclosure for more information.
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