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Edelman Financial Engines is an American financial planning and investment advisory company. As of March 2021 [update] , it has $291 billion in assets and more than 1.3 million clients. [4] [6] The company was formed by the 2018 merger of Financial Engines (founded in 1996) and Edelman Financial Services (founded in 1986).

TRUSTED BY SOME OF AMERICA'S LARGEST EMPLOYERS INCLUDING 112 FORTUNE 500 COMPANIES. This is a partial listing of Edelman Financial Engines’ clients (which may be in a direct or subadvised relationship) as of Dec. 31, 2022. These companies have consented to disclose their relationship with Edelman Financial Engines.

, May 16, 2023 In 2022, Edelman and its subsidiaries generated nearly 1.08 billion U.S. dollars in fee income worldwide, up 10 percent from 985 million dollars a year earlier. Headquartered in...

The average hourly rate ranges from about $210 to $350 2. Your legal bill can vary broadly depending on the complexities of your situation. For estate plans involving a trust document, you might see fees starting around $1,000, with highly complex plans costing $5,000 or more 3.

What does this mean for you? Ideally, your portfolio should consider a wide range of economic and market scenarios, including sharp market declines and recoveries. The reality of inflation is one reason why Edelman Financial Engines portfolios are highly diversified and include equity allocations. Equities can be volatile in the short term, but ...