Charlotte, NC Ballantyne Corporate Place Office
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Edelman Financial Engines
Institution
Firm-wide stats for Edelman Financial Engines
About
Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. Its offerings cover workplace solutions for defined contribution plans, IRAs and taxable accounts, planner-led wealth management, retirement income services, and sub-advisory/TAMP arrangements.
The firm combines a committee-driven, proprietary modeling process with planner delivery and online tools, offering both discretionary management (Professional Management, Personal Advisor, SMAs) and non-discretionary Online Advice. Its investment process emphasizes diversified model portfolios, periodic rebalancing and long-term orientation, and Edelman Financial Engines operates as a fiduciary for retirement accounts under ERISA and applicable DOL guidance.
Notable characteristics include a direct-subscription online advice channel available outside the workplace alongside its employer-integrated offerings, and a very large scale of client service—managing approximately $326 billion for roughly 477,000 clients supported by 686 advisors, which implies a high client-per-advisor ratio. The firm also offers product exposures that are less common for large institutional advisers, including direct-indexing SMAs, alternative private funds and structured products, and thematic portfolios with digital-asset exposures.
Based on Edelman Financial Engines
Expertise
Based on Edelman Financial Engines
Location
13860 Ballantyne Corporate Place, Suite 160
Charlotte NC 28277
Advisors at this office
3
Advisors at this office
Shawn M
Series 63, Series 65
Charlotte, NC
Edelman Financial Engines
Shawn Mccutchan is a financial advisor with Edelman Financial Engines in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2016 and previously at TMFS Advisors, LLC. Shawn serves as a board member for the Fellowship of Christian Athletes, a 501(c)(3) nonprofit organization. Edelman Financial Engines provides technology-enabled investment advisory services primarily focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through advisor-led and online platforms.
Austin K
Series 63, Series 65
Charlotte, NC
Edelman Financial Engines
Austin Konecke is a financial advisor at Edelman Financial Engines with 20 years of industry experience. He has been with Financial Engines Advisors L.L.C. since 2016 and previously worked at Tmfs Advisors, LLC. He holds Series 63 and Series 65 licenses and is based in Charlotte, NC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment options with a focus on diversified portfolios and long-term strategies.
Daniel H
Series 63, Series 66
Charlotte, NC
Edelman Financial Engines
Daniel Humphrey Jr. is a financial advisor with Edelman Financial Engines in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Financial Engines Advisors L.L.C., PNC Investments, and Prudential Insurance Company of America. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online offerings.
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