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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Paladin Research Report For:

Financial Engines Advisors

Edelman Financial Engines, LLC

Financial Engines Advisors, a financial fiduciary has been a Paladin Registry member since 2014. Chris provides financial services to clients in the Overland Park, Kansas area.
Telephone
Telephone: 111.111.1111
Visit Website
http://edelmanfinancialengines.com

I. Snapshot

Part I provides key information about this advisor.
A. Registry Member
  • Since 2014
B. Years of Experience
  • 25
C. College Degrees
  • None
D. Certifications
  • None
E. Financial Fiduciary
  • Yes
F. Business Philosophy
  • Read Business Philosophy

    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.

G. Asset Requirement
  • $50,000

II. Contact Information

Part II provides general contact information for this advisor.
A. Key Contact
B. Main Location
  • 10950 Grandview Drive
    Ste. 500
    Overland Park, Kansas, 66210
C. Additional Locations
  • View
D. Telephone
  • 913.319.8100

III. Internet

Part III provides the information you need to use the Internet to conduct your own online research for this professional.
A. Visit Website
B. Social Connections

IV. Firm(s)

Part IV describes this advisor's relationship(s) with financial firms.
A. Name of Firm
  • Edelman Financial Engines, LLC
B. Relationship to Firm
  • Employee
C. Name of RIA
  • Financial Engines Advisors, LLC
D. Name(s) of Custodian(s)
  • Charles Schwab
  • Fidelity
  • TD Ameritrade
E. Professionals

V. Credentials

Part V documents the advisor's sources of financial knowledge.
A. Years of Financial Experience
  • 25 Years
B. College, Degrees, Years
  • None
C. Financial Industry Associations (Active Memberships)
  • CFA Institute
  • CFA Society of Kansas City

VI. Registration, Licensing,
Compliance

Part VI documents the advisor’s registrations, licensing, and compliance record(s).
A. RIA/IAR Registration
  • RIA
B. Type of RIA Registration
  • SEC
C. Industry Licenses
  • RIA/IAR Registration
D. Registration & License Numbers
  • CRD: 104510
  • IARD: 104510
  • Insurance: None
E. State Licences
F. Compliance Record (Investment)
  • No Disclosures
G. Compliance Record (Insurance)
  • No Disclosures
H. Additional Disclosure(s)
  • Paladin Registry (Paladin) is a solicitor for Financial Engines Advisors L.L.C., a federally registered investment adviser. As a solicitor, Paladin may share with FEA your... View More
    Paladin Registry (Paladin) is a solicitor for Financial Engines Advisors L.L.C., a federally registered investment adviser. As a solicitor, Paladin may share with FEA your contact and other personal information to facilitate your introduction as a prospective client. Financial Engines pays Paladin a referral fee in the amount of up to $65 for each prospective client lead Paladin provides. 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 Paladin. Paladin is not an agent, representative or affiliate of FEA and does not provide investment advice on behalf of FEA.
I. View our ADV(s)
J. Links
K. Comments
  • More information about Edelman Financial Engines is available in its Disclosure Brochure (Form ADV, Part 2). 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.

VII. Business Data & Practices

Part VII documents information that describes this advisor's business practices.
A. Business Philosophy
  • Read Business Philosophy

    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.

B. Minimum Asset Requirement
  • $50,000
C. Number of Current Clients
  • 1150000
D. Assets (Management, Advisement)
  • $205,600,000,000
E. Methods of Compensation
  • Asset-Based Fee
F. Methods of Communication
  • Face-to-Face Meetings
  • Telephone
  • Email
G. Types of Reports (Frequency)
  • Performance (qa)
  • Newsletters (qa)
H. Value Statement
  • Not Available

VIII. Clients & Services

Part VIII documents this advisor's clients and services.
A. Types of Clients
  • Individuals & Couples (Working)
  • Individuals & Couples (Retired)
B. Types of Financial Services
  • Planning Advice & Services
  • Investment Advice & Services
  • Insurance Products
C. Discretionary Asset Management
  • Yes
D. Limited Engagement Services
  • None

IX. Certification

Advisors are required to certify the accuracy of the data in this Paladin Research Report. Advisors are responsible for keeping the report up-to-date.
Most Recent Update:
  • Nov 16, 2020

BASIC INFORMATION NEEDED FOR THE INQUIRY

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Connect with us

  • Office Address
    12150 Monument Drive, Suite 400
    Fairfax, VA, 22033
  • Telephones
    Tel: 703.651.2060
    Fax: 703.259.4487
  • Social Networks

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