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Edelman Financial Engines LLC (Company)

Strongly not recommended6 total votesacross 1 product
1 users recommend
5 users don't recommend
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Edelman Financial Engines LLC Review

Edelman Financial Engines LLC was founded in 1986 and is based in Fairfax, VA.
Learn more about Edelman Financial Engines LLC and its products by browsing the services it offers. You can also read our community reviews and hear what others have to say about their experience with Edelman Financial Engines LLC.

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Edelman Financial Engines LLC logo

Message from Edelman Financial Engines LLC

Since the start, we’ve always believed that everyone deserves a personal financial plan that adapts to their life and simple, real-world education to help you understand how to keep making the most of your money.

We provide life planning — a comprehensive approach that means we can help you with any decision in your life related to a dollar sign. When you work with us, you get a lifelong partner — a dedicated financial planner who’ll provide deep expertise and guidance to create a personal financial strategy that’s designed to change as your life does. We are an award-winning financial planning and investment management firm. Our expert team of fee-only financial planners provides straightforward advice with your values and goals in mind.

Contact

Headquarters

4000 Legato Road
Ninth Floor
Fairfax, VA 22033
Email Support

Hours of Operation

Sunday
Closed
Monday
8:30AM - 5:30PM
Tuesday
8:30AM - 5:30PM
Wednesday
8:30AM - 5:30PM
Thursday
8:30AM - 5:30PM
Friday
8:30AM - 5:30PM
Saturday
Closed

SuperMoney Net Recommendation Score

SuperMoney users don't recommend this product, giving it a user recommendation score of -67, or 1.7 on a 5-point rating scale.

-67

-1000+100
No one recommends
Everyone recommends
The recommendation score reflects customer satisfaction with a provider. A score of +100 means every customer recommends the provider, while -100 means none of them do. These scores are based entirely on community member votes and are not influenced by partner compensation. SuperMoney removes fake reviews when detected.

Edelman Financial Engines LLC Community Reviews

Would you recommend Edelman Financial Engines LLC to your friends?

RT

Rodney T.

Sep 26, 2023

May or may not recommend

Review for Edelman Financial Services

This investment group touted they had ability to make sounds financial growth decisions but it only seems to applies in a bull market. Where anyone with some common market knowledge could make money. They don't have clue how to retain or show a sound marginal investment return during a fluctuating market. They allow my retirement investments to lose nearly 30% of its value over the past 18 months. ...Show More

JC

Jim C.

Jul 13, 2023

May or may not recommend

Review for Edelman Financial Services

I would not recommend Edelman at all. They seem to have an old school mentality that you must fit into the 60% stock/40% bond club. They use a profile "recipe" to come up with their standard porfilios. This not only is wrong, but completely against my wishes. For the last several years, I have told my advisor to reduce my bond holdings to less than 10%, and he only reduced ...Show More

JC

Joseph C.

Sep 23, 2022

May or may not recommend

Review for Edelman Financial Services

Bad experience for one year! They don't do any better, even worse than other index funds and their fee is outrageous! I was stupid and did not do any of my home work until now because of market fluctuation. With half a brain functioning, anyone can do better and avoid the many 1k's they collect every year.

Lucille C. avatar image

Lucille C.

Jun 5, 2022

May or may not recommend

Review for Edelman Financial Services

Very happy with their service. Been using them for years.

RR

R R.

Feb 9, 2022

May or may not recommend

Review for Edelman Financial Services

I totally agree with Dan J. who reviewed Edelman Financial before me. I gave Edelman a ton on money representing the majority of my savings. I told them that I wanted to be conservative; however, their conservative portfolio consists of a lot of bond funds. I thought bonds would appreciate perhaps not as fast at stocks, but that there was less risk. A shout out to Edelman..... No One Recommends ...Show More

Showing 5 of 6 reviews

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