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. (http://data.investmentnews.com/ria).
|Name of Custodial Firm:||Charles Schwab|
|States Licensed in:||NC|
|Number of Years with Current Firm:||11|
|Qualifications & Memberships|
|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|
WiserAdvisor is a solicitor for Financial Engines Advisors L.L.C. (Financial Engines), a federally registered investment adviser. As a solicitor, WiserAdvisor may share with Financial Engines your contact and other personal information to facilitate your introduction as a prospective client. Financial Engines pays WiserAdvisor a referral fee in the amount of up to $125 for each prospective client lead WiserAdvisor provides to 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 Financial Engines. This referral fee is paid by Financial Engines and will not be passed on to you. If you engage Financial Engines as your investment advisor, any investment advisory fee you pay will not be affected in any way by the referral arrangement between Financial Engines and WiserAdvisor. WiserAdvisor is not an agent, representative or affiliate of Financial Engines, and WiserAdvisor does not provide investment advice on behalf of Financial Engines. More information about Financial Engines is available in its Disclosure Brochure (Form ADV, Part 2), which is available here: https://legaldocs.financialengines.io/Master/FEA_ADV2A_B.pdf. If you would like to receive a copy of the Disclosure Brochure by mail, you can request one by calling Financial Engines at 1-800-601-5957.
Joined Financial Engines in 2005. Began his career in the financial services industry in 1998.
Successfully completed the Series 65 examination(s) administered by FINRA.
Earned the Chartered Mutual Fund CounselorSM (CMFC®) certification(s).
Bachelor's degree in Finance from James Madison University.
Married to Chrissy. They have three children. Josh enjoys golfing, family, and financial matters.