Get help from a financial advisor you can trust

Our financial planners are fee-only advisors, and the fee is based on the value of your account. We chose this method many years ago for several reasons, the most important of which is that it places us on the same team: If your account drops in value, your advisor earns less, and if it rises in value, they earn more.

Fee-only advisors like ours only receive compensation from the fees they charge you for managing your money. They don’t get paid from commissions. For full details, view our client relationship summary.

By contrast, a fee-based advisor can earn revenue both from client fees and from commissions. This means they can charge you fees directly related to managing your money – percentage, hourly or flat – as well as earn commissions on the side for financial products they sell you. The cost of a fee-based advisor who works on an hourly rate could increase throughout the year, even if your assets under management drop in value.

Yes, Edelman Financial Engines and our financial advisors act as a fiduciary when it comes to investment advice and investment management. This means we only make decisions based on the best interests of our clients. Not simply because it’s a legal requirement, but because it’s the right thing to do. Fiduciaries must act with a higher standard of care and we take this obligation seriously.

At Edelman Financial Engines, our advice is personal. We start by assessing your financial goals. Then, using our proprietary analysis and advanced investment engines, your financial advisor will help select a personal portfolio that is uniquely aligned with your goals and risk tolerance. This isn’t a one-time event, though; it’s the beginning of an ongoing relationship that will continue as you move through each stage of life and your situation and circumstances change.

Someone from our team will call you to schedule an appointment. When you meet with your financial advisor, you’ll talk about your goals, which will help form the foundation of any personal financial plan. We encourage you to make a list of your needs and wishes, so your advisor can help you plot a course and stay on track. You deserve to move your financial life forward, and hiring a financial advisor – one who always acts in your best interests with investment advice – is the first step.