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Thomas H

CFP®, Series 63, Series 66

Grapevine, TX

Edelman Financial Engines

Thomas Harris is a CFP® professional with 20 years of industry experience, currently with Edelman Financial Engines since 2026. He previously worked at Fisher Investments for eight years and held roles at Farmers Financial Solutions, Farmers Insurance, and Fidelity Investments. He is a managing member of The Cheerful Quill, a digital publishing and retail startup run by his wife, though he is not involved in its operations. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering a range of discretionary and non-discretionary investment solutions focused on diversified model portfolios and long-term strategies.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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