Mount Pleasant, SC 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
363 Wando Place Drive, Suite 100
Mount Pleasant SC 29464
Advisors at this office
2
Advisors at this office
Bryan K
CFA®, Series 66
Mount Pleasant, SC
Edelman Financial Engines
Bryan Keorlet is a CFA® charterholder and holds a Series 66 license with 18 years of industry experience. He is currently with Edelman Financial Engines and previously worked at Fisher Investments among other firms. Bryan volunteers as a financial planning coach for Wings for Widows, providing pro bono support to newly widowed individuals. Edelman Financial Engines offers technology-enabled investment advisory services primarily focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and serves a large client base through both advisor-led and online platforms.
Meredith K
Series 63, Series 66
Mount Pleasant, SC
Edelman Financial Engines
Meredith Kitson is a financial advisor with Edelman Financial Engines, holding Series 63 and Series 66 credentials and possessing 27 years of industry experience. She has worked at Financial Engines Advisors L.L.C. since 2018 and previously held roles at Edelman Financial Services, EF Legacy Securities, and John Hancock. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering services that include discretionary management, online advice, and workplace retirement solutions.
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