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 advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. 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.
1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/);
2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
|Firm Start Year:||2016|
|Name of Custodial Firm:||Charles Schwab, TD Ameritrade and others.|
|Number of Years with Current Firm:||1|
|Firm's Number of Clients:||1,150,000|
|Assets Managed by Firm:||$205,600,000,000|
Compensation and Fees
WiserAdvisor is a solicitor for Financial Engines Advisors L.L.C. (Edelman Financial Engines), a federally registered investment adviser. As a solicitor, WiserAdvisor may share with Edelman Financial Engines your contact and other personal information to facilitate your introduction as a prospective client. Edelman Financial Engines pays WiserAdvisor a referral fee in the amount of up to $150 for each prospective client lead WiserAdvisor provides to Edelman Financial Engines. This referral fee is paid solely on a lead basis and is not contingent on whether the prospective client becomes a client of Edelman Financial Engines. This referral fee is paid by Edelman Financial Engines and will not be passed on to you. If you engage Edelman Financial Engines as your investment advisor, any investment advisory fee you pay will not be affected in any way by the referral arrangement between Edelman Financial Engines and WiserAdvisor. WiserAdvisor is not an agent, representative or affiliate of Edelman Financial Engines, and WiserAdvisor does not provide investment advice on behalf of Edelman Financial Engines. More information about Edelman Financial Engines is available in its Disclosure Brochure (Form ADV, Part 2), which is available here: https://www.edelmanfinancialengines.com/media/pdf/edelman-financial-engines-adv. If you would like to receive a copy of the Disclosure Brochure by mail, you can request one by calling Edelman Financial Engines at 1-800-601-5957.
I'm passionate about working with families to develop strategies to help accomplish their financial and retirement goals. I enjoy getting to know people and hearing their unique stories. Away from work, I enjoy spending time with my wife and following our four kids and their activities.