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Jeffrey Whitmer

Edelman Financial Engines
24 Years of Experience
Fort Wayne, IN
1 Disclosure
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Jeffrey Whitmer is a registered investment advisor at Edelman Financial Engines, based in Fort Wayne, IN, with 24 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,244,406 clients with $330B in assets under management.

Edelman Financial Engines
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
727 advisors
Number of Clients
1,244,406 clients
Average Client Portfolio
$262K average
Assets Under Management
$326.3B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Minimum Annual Fee:$900
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $400K1.75%
$400K - $750K1.25%
$750K - $1.0M1.00%
$1.0M - $3.0M0.75%
$3.0M - $10.0M0.60%
$10.0M - $25.0M0.50%
$25M+0.50%

Fees for amounts over $25 million are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

9921 Dupont Circle Drive West, Suite 225, Fort Wayne, IN, 46825

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2011
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Edelman Financial Engines
September 2016 - Present · 10 yrs 1 mo
Previous Registrations
Financial Engines Advisor Center, LLC
July 2015 - December 2016 · 1 yr 5 mos
The Mutual Fund Store
October 2014 - July 2016 · 1 yr 9 mos
The Mutual Fund Store
November 2011 - September 2015 · 3 yrs 10 mos
The Mutual Fund Store- Fort Wayne
July 2002 - February 2003 · 7 mos
Tmfs-Fort Wayne, LLC
February 2002 - November 2011 · 9 yrs 9 mos
State Registrations2 states
INTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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