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Irvine Financial Advisors
Edelman Financial Engines, LLC
2040 Main Street, Suite 150
Irvine, CA 92614
(424) 365-6153
Advisor Profile
Rick Donnelly
Name:  Rick Donnelly
Phone Number:  (424) 365-6153
Website:  Visit Website
Disclosure Link:
WiserAdvisor is a solicitor ...

About Edelman Financial Engines, LLC

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.

1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/);
2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
 

General Information

CRD#:    4378370
Firm CRD#:    104510
Name of Custodial Firm:    Charles Schwab, TD Ameritrade and others.
Years of Experience in Financial Services:    16
Number of Years with Current Firm:    1
 

Qualifications & Memberships

Securities Licenses:    Series 66, Series 31, Series 7
 

Firm Information

Firm's Number of Clients:    1,150,000
Assets Managed by Firm:    $205,600,000,000
 

Compensation and Fees

Fee Structure:    Fee Based Only - No Commissions
 
 
 
Prepared By: Rick Donnelly

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