AK
CFP
AK
CFP

Ashley Kremhelmer

17 Years of Experience
Novi, MI
13 Disclosures

Ashley Kremhelmer is a CFP-designated registered investment advisor at Edelman Financial Engines, based in Novi, MI, with 17 years of industry experience. Ashley 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 1,281,720 clients with $290B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
676 advisors
Number of Clients
1,281,720 clients
Average Client Portfolio
$229K average
Assets Under Management
$292.9B

Fee Structure

Minimum Investment:$5K
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+Included

Fees are negotiable for accounts over $25,000,000. Clients referred by the Engagement Center may receive a discount. Edelman Financial Engines employees and their spouses/households are also eligible for a discounted fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

39555 Orchard Hill Place, Suite 365, Novi, MI, 48375

Get directions

History

Regulatory History (13)
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Financial
November 2025
Pending
Financial
August 2025
Pending
Financial
July 2025
Pending
Financial
July 2025
Final
Financial
May 2025
Pending
Financial
January 2025
Pending
Financial
December 2024
Pending
Financial
December 2024
Pending
Financial
November 2024
Pending
Financial
October 2024
Pending
Financial
October 2024
Pending
Financial
October 2024
Pending
Financial
July 2024
Pending
Employment History
Current Registrations
Edelman Financial Engines
October 2019 - Present · 6 yrs 6 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - September 2019 · 1 yr 2 mos
Strategic Advisers LLC
June 2012 - July 2018 · 6 yrs 1 mo
Fidelity Brokerage Services LLCBroker
June 2012 - September 2019 · 7 yrs 3 mos
Primevest Financial Services, INC.
May 2010 - June 2012 · 2 yrs 1 mo
Primevest Financial Services, INC.Broker
May 2008 - June 2012 · 4 yrs 1 mo
State Registrations2 states
MITX
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.