Bob Sargent
Edelman Financial Engines, LLC

Tel: (571) 257-3821
19775 Belmont Executive Plaza
Suite 510
Ashburn, VA 20147
Edelman Financial Engines, LLC | Financial Advisor in Ashburn ,VA

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 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.


General Information

Firm Start Year:   2009
Name of Custodial Firm:   Charles Schwab, TD Ameritrade and others.
Number of Years with Current Firm:   4


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 Only - No Commissions



Disclosures

WiserAdvisor is a solicitor for Financial Engines Advisors L.L.C. (FEA), a federally registered investment adviser. As a solicitor, WiserAdvisor may share with FEA your contact and other personal information to facilitate your introduction as a prospective client. FEA pays WiserAdvisor a referral fee in the amount of up to $125 for each prospective client lead WiserAdvisor provides to FEA. This referral fee is paid solely on a lead basis and is not contingent on whether the prospective client becomes a client of FEA. This referral fee is paid by FEA and will not be passed on to you. If you engage FEA as your investment advisor, any investment advisory fee you pay will not be affected in any way by the referral arrangement between FEA and WiserAdvisor. WiserAdvisor is not an agent, representative or affiliate of FEA, and WiserAdvisor does not provide investment advice on behalf of FEA. More information about FEA 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 FEA at 1-800-601-5957.

Bob Sargent

Bob Sargent

CFP®


Joined Edelman Financial Engines in 2014. Began his career in the financial services industry in 2005. Earned the Certified Financial Planner certification(s). Bachelor's degree in Economics from Amherst College.