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They include 766,796 other investment advisers, 431,514 other individuals and 45,656 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 24 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Financial Engines Advisors offer?","answer":"Financial Engines Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, publishing newsletters and educational seminars.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Financial Engines Advisors charge?","answer":"Financial Engines Advisors charges 0.50% to 1.75% a year for investment advisory services. Other rates: portfolio up to $400,000 (1.75% a year), portfolio from $400,000 to $750,000 (1.25% a year), portfolio from $750,000 to $1,000,000 (1.00% a year), portfolio from $1,000,000 to $3,000,000 (0.75% a year), portfolio from $3,000,000 to $10,000,000 (0.60% a year) and portfolio from $10,000,000 to $25,000,000 (0.50% a year).","source":"Part 2A brochure, Item 5","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Financial Engines Advisors use?","answer":"Financial Engines Advisors’ separately managed account assets are held at Fidelity Distributors Company LLC (Smithfield, RI), with $85,282,627,829, Charles Schwab & Co., Inc. (Westlake, TX), with $72,974,056,697, The Vanguard Group Inc (Malvern, PA), with $51,422,285,550, Alight Solutions, LLC (Lincolnshire, IL), with $34,553,872,760 and Voya Retirement Advisors, LLC (Windsor, CT), with $32,541,154,766. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Financial Engines Advisors have?","answer":"Financial Engines Advisors has 692 investment adviser representatives registered with state securities authorities, out of 1,679 employees, and 553 perform investment advisory functions. 0 are registered representatives of a broker-dealer and 405 are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Financial Engines Advisors invest in?","answer":"At the end of its last fiscal year, Financial Engines Advisors’ separately managed accounts held 65% pooled vehicles (private funds and similar), 34% registered funds (mutual funds, ETFs, BDCs) and 1% cash and equivalents. It advises no private funds of its own.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Financial Engines Advisors?","answer":"Financial Engines Advisors is owned through a chain of holding companies by Edelman Financial Engines Holdings II, Inc. Its direct owner is Edelman Financial Engines, LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 24 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Financial Engines Advisors get paid?","answer":"Financial Engines Advisors is paid through a percentage of assets under management, hourly charges, subscription fees, fixed fees and other arrangements. 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