Edelman Financial Engines fees
Financial planner in Santa Clara, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 31, 2026, Edelman Financial Engines (Santa Clara, CA) charges a flat or project fee of up to $10,000 for financial planning.
- Website: edelmanfinancialengines.com (opens in new tab)
- Call (833) 752-6333
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change.
- Flat or project fee
- Up to $10,000
Can go up to $10,000; the California median is $5,000.
“Earned by Edelman Financial Engines Financial Plans Edelman Financial Engines charges a one-time initial fee of up to $10,000 for financial plan development and presentation.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 1,679 employees
- Registered since
- 1998 (28 years)
How Edelman Financial Engines bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Personal Advisor clients pay quarterly in arrears.”
- “Fees will be withdrawn or billed as described in that agreement.”
- “Such pension and retirement plan advisory fees are calculated and billed quarterly in arrears.”
About Edelman Financial Engines
“Certain planners maintain individual insurance licenses in order to enable them to provide comprehensive investment advice and financial planning to clients.”
Planning areas mentioned in the brochure
- Insurance analysis
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, a percentage of assets under management, and newsletter or publication subscriptions
- Clients
- 477,170
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, other investment advisers, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, newsletters and publications, and educational seminars and workshops
- Assets managed
- $326.3 billion
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of October 30, 2026
- CRD number
- 104510 (opens in new tab)
- Phone
- (833) 752-6333
Registered or notice filed in all 50 states and DC.
Other planners in Santa Clara that publish fees
- Candor Financial, LLCSanta ClaraHourly $150/hr, Flat $1,050-$1,800
More planners in California that publish fees
- G.C. Steele & CompanySolvangHourly $250-$350/hr, Flat $1,500-$6,000
- Slipstream Wealth Planning LLCSan FranciscoAnnual $3,000-$6,000/yr
- Compound Wealth AdvisorsSan DiegoFlat $2,900-$4,900
- WealthBoost Advisors, LLCSan FranciscoFlat $1,000-$10,000
- Vera Wealth LLCPasadenaHourly $250/hr, Flat $1,000-$3,000
- IntegrousSan RafaelHourly $175-$300/hr, Flat $2,500-$10,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.