The fee waiver kicks in once you’ve funded any amount on an account that’s eligible for billing. For example, if you open and fund an account on Oct. 15, 2025, your advisory fees will be waived from the rest of October through Jan. 15, 2025 (three months).
Claim your three-month offer – ends Nov. 30
Offer ends Nov. 30, 2025, 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. AM4578503. View full terms and conditions .
Special OfferGet your advisory fees waived – for 3 months.
Here's what you get:
- No advisory fees for three months when you become a client and partially fund your first account within 90 days.
- Three month waiver extension from first date of partial funding – regardless of number of accounts added.
- Zero termination fees if you terminate your contract within the three-month window.
1.27m clients
95% client
satisfaction*
140+ locations
* The 2024 Client Satisfaction survey was conducted for Edelman Financial Engines (EFE) by SMG, a third-party research company on a rolling basis during 2024. Information was gathered through an online survey distributed to all traditional wealth and employee planning clients who had a comprehensive annual review (over 34,000 clients), of which over 4,600 responded (13%). Responders were asked to rate their satisfaction level shortly after a comprehensive review conversation with their planner. On a scale of 1-5, 95% of the responders rated their overall satisfaction level as “Highly Satisfied” (5 out of 5) and 93% of the responders rated their experience as highly likely to recommend EFE to a friend or colleague, (a 9 or 10 on a 0-10 point scale).
1.27 million clients as of June 30, 2025.
As of June 30, 2025, Edelman Financial Engines had 144 locations.
Industry recognition for what we do
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Independent Financial
Advisory Firm 7 years in a row2018-2024
Awarded each September by Barron’s, based on data within a 12-month period.
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Managed Account Provider for
Workplace Retirement PlansListing published 1Q 2025 and is based on Dec. 31 2024 Defined Contribution managed account providers data gathered by Cerulli Associates.
Questions we get asked a lot.
There are no termination fees if you decide to cancel during this three-month window.
Waived fees won’t show in your client portal, but your planner can share a more detailed report showing the benefit.
No, the form above needs to be submitted by Nov. 30 to be eligible for the offer. The waiver will start once you have agreed to become a client and partially funded your first account.
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 when it comes to investment advice – is the first step.
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.
Fees are based on a percentage of your total investable assets. This percentage changes based on how much wealth is being managed by your advisor. To get a better understanding of what kind of fee structure would apply to your account, connect with a planner. You’ll start by answering a few questions designed to help your advisor prepare an initial meeting with you. Review this form to learn more about our fees and other helpful questions.
It's OK if you're currently working with an advisor. Many people work with different advisors or firms throughout their lives in order to find one that is the right fit for them and sometimes that changes over time. The advisor/client relationship is based on an intimate understanding of your goals and the services and expertise required to help meet those goals.
Promotion Overview
This promotion (“Promotion”) provides new Edelman Financial Engines, LLC (“EFE”) clients with three full months of advisory services free of charge. EFE will waive all advisory fees for a period of three months for clients who fund any amount into one or more eligible managed account (“Managed Account”).
By participating in this Promotion, you acknowledge and agree to these Terms and Conditions.
Eligibility Criteria
To qualify for the Promotion, a client must:
• Sign the EFE Client Service Agreement;
• Open one or more new Managed Accounts with EFE; and
• Fund at least one Managed Account with any amount within 90 days from the account opening date.
There is no minimum account balance requirement to participate in this Promotion.
Fee Wavier Period
The advisory fee waiver period begins on the date the first eligible Managed Account is funded and extends for three full months. The wavier applies to all additional Managed Accounts opened and funded during this period.
For example:
• If Account 1 is funded on September 15, 2025, the advisory fee wavier will apply through December 15, 2025.
• If Account 2 is funded on September 18, 2025, it will also qualify for the wavier, but the wavier period will still end on December 15, 2025, as the clock started with Account 1’s funding date.
• If Account 3 is funded on October 10, 2025, it will also be covered under the waiver, but the wavier period will still end on December 15, 2025.
Termination During the Fee Wavier Period
Clients may terminate their relationship with EFE at any time during the fee wavier period without incurring any termination fees.
Limitations and Restrictions
EFE may, in its sole discretion and without prior notice, impose limitations or restrictions on participation in this Promotion or any other promotions EFE offers. EFE reserves the right to disqualify any participant from the Promotion if there is suspected fraud, abuse, or violations of these Terms and Conditions.
EFE reserves the right to modify, suspend, or terminate this Promotion at any time, without notice. Eligibility and participation decisions related to the Promotion are made solely at EFE’s discretion and are final.
© 2025 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Certain services provided on an educational and guidance basis only. Results are not guaranteed. AM4578503.