CRD#

6620897

Firm CRD#

104510

Name of Custodial Firm

Charles Schwab, TD Ameritrade and others.

Years of Experience in Financial Services

3

Number of Years with Current Firm

1

Certifications, Accreditations & Designations

CFP^®

Securities Licenses

Series 65

Firm's Number of Clients

1,150,000

Assets Managed by Firm

$205,600,000,000

Fee Structure

Fee-Based

WiserAdvisor is a solicitor for Financial Engines Advisors L.L.C. (Edelman Financial Engines), a federally registered investment adviser. As a solicitor, WiserAdvisor may share with Edelman Financial Engines your contact and other personal information to facilitate your introduction as a prospective client. Edelman Financial Engines pays WiserAdvisor a referral fee in the amount of up to $150 for each prospective client lead WiserAdvisor provides to Edelman Financial Engines. This referral fee is paid solely on a lead basis and is not contingent on whether the prospective client becomes a client of Edelman Financial Engines. This referral fee is paid by Edelman Financial Engines and will not be passed on to you. If you engage Edelman Financial Engines as your investment advisor, any investment advisory fee you pay will not be affected in any way by the referral arrangement between Edelman Financial Engines and WiserAdvisor. WiserAdvisor is not an agent, representative or affiliate of Edelman Financial Engines, and WiserAdvisor does not provide investment advice on behalf of Edelman Financial Engines. More information about Edelman Financial Engines is available in its Disclosure Brochure (Form ADV, Part 2), which is available here: https://www.edelmanfinancialengines.com/media/pdf/edelman-financial-engines-adv. If you would like to receive a copy of the Disclosure Brochure by mail, you can request one by calling Edelman Financial Engines at 1-800-601-5957.