Edelman Financial Engines, LLC

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About Edelman Financial Engines, LLC

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General Information

Firm Start Year

2006

Firm CRD#

104510

Name of Custodial Firm

Charles Schwab and others.

Firm Information

Firm's Number of Clients

1.24 million

Assets Managed by Firm

$326 billion

Compensation and Fees

Fee Structure

Fee-Based

Disclosures

PaladinRegistry.com provides referrals to financial professionals including Edelman Financial Engines. PaladinRegistry.com is not a current client of Edelman Financial Engines. 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.

Respond.com ("PaladinRegistry.com") is a promoter for Financial Engines Advisors L.L.C., a federally registered investment adviser and wholly owned subsidiary of Edelman Financial Engines, LLC ("Edelman Financial Engines"). As a promoter, PaladinRegistry.com may introduce Edelman Financial Engines to you based on certain information you have provided to PaladinRegistry.com. In doing so, PaladinRegistry.com may share with Edelman 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, ranging from $250-315, is paid by Edelman Financial Engines and will not be passed on to you. The payment of the fee is not contingent on whether a prospective client becomes a client of Edelman. Due to this arrangement, PaladinRegistry.com has an incentive to match you to Edelman Financial Engines as one of the options. You are encouraged to consider this incentive and make an independent evaluation before deciding whether to engage with Edelman Financial Engines.

Promo Disclosure: Limit one complimentary offer per household, per 18 months. Offer ends December 31, 2026, and is only applicable to households with minimum investable assets of $250,000. Offer criteria and end dates for this offer may be waived or amended at any time at Edelman Financial Engines' discretion.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1892989/paladinregistry-Edelman-Financial-Engines,-LLC-detailed-disclosure.html

Paladin Advisors

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