TrueAdvisor
TrueAdvisor
BL
CFA · CFP
BL
CFA · CFP

Brian Lipps

Edelman Financial Engines
28 Years of Experience
Haddonfield, NJ
View SEC Summary
View SEC Summary

Brian Lipps is a CFA, CFP-designated registered investment advisor at Edelman Financial Engines, based in Haddonfield, NJ, with 28 years of industry experience. Brian 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

Haddonfield, NJ

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Edelman Financial Engines
October 2018 - Present · 8 yrs
Previous Registrations
Ef Legacy Securities, LLCBroker
April 2016 - October 2018 · 2 yrs 6 mos
Edelman Financial Services, LLC
September 2013 - November 2018 · 5 yrs 2 mos
Sanders Morris Harris LLCBroker
September 2013 - April 2016 · 2 yrs 7 mos
Charles Schwab & CO., INC.
August 2002 - September 2013 · 11 yrs 1 mo
Charles Schwab & CO., INC.Broker
August 2002 - September 2013 · 11 yrs 1 mo
Wells Fargo Investments, LLC
July 2001 - July 2002 · 1 yr
Wells Fargo Investments, LLCBroker
May 2001 - July 2002 · 1 yr 2 mos
Wells Fargo Securities INC.Broker
April 2001 - May 2001 · 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2000 - April 2001 · 1 yr 3 mos
American Fronteer Financial CorporationBroker
August 1998 - December 1999 · 1 yr 4 mos
State Registrations1 state
NJ
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.
More Advisors
More financial advisors in Haddonfield, NJ →All financial advisors in New Jersey →