Financial Engines Advisors, LLC | Financial Advisor in Anaheim ,CA

2400 E Katella Ave
Suite 800
Anaheim, CA 92806
Phone: (949) 705-5960


Financial Engines is America's largest investment advisor1.
We help people achieve greater financial clarity by providing
professional investment management, comprehensive
financial planning and advice for everyday Americans.

Financial Engines was co-founded in 1996 by a Nobel Prize-
winning economist and we currently offer financial help to
millions of people. Our unique approach, combined with
powerful online services, dedicated advisors and personal
attention both in and outside of the workplace, promotes
greater financial wellness and helps more Americans get on
track to meet their financial goals.

1For independence methodology and ranking, see InvestmentNews RIA Data Center. (

21 Years of Experience

General Information
Firm Start Year:   2017
Name of Custodial Firm:   Charles Schwab
States Licensed in:   CA
Number of Years with Current Firm:   1

Qualifications & Memberships
Firm Information
Firm's Number of Clients:   9,480,515
Assets Managed by Firm:   $134,400,000,000

Compensation & Fees
Fee Structure:   I am a Fee-Only financial professional
Compensation Methods:   Hourly




Brad Maurer

Brad Maurer


Joined Financial Engines in 2017. Began his career in the financial services industry in 1996. Successfully completed the Series 6, 7, 63, and 66 examination(s) administered by FINRA. Earned the Certified Investment Management AnalystSM (CIMAŽ) certification(s). Bachelor of Science in Business Administration with a minor in Finance from Shippensburg University of Pennsylvania. Married to Andrea and they have two dogs; Reeses and Chewie. Enjoys traveling, scuba diving, golf, and cooking. Him and his wife have traveled to Asia, Australia, Europe and South America.