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Paladin Research Report For:

Walter Varian

Edelman Financial Engines, LLC

340 Madison Avenue
New York, NY 10173
646-779-2102

About Walter Varian

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.

See Disclosures

General Information

Firm Start Year
  • 2006

Qualifications & Membership

Firm Information

Compensation and Fees

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

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

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1885957/paladinregistry-Edelman-Financial-Engines,-LLC-detailed-disclosure.html

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