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CFP

Spencer Crow

Edelman Financial Engines
15 Years of Experience
San Antonio, TX
1 Disclosure
View SEC Summary
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Spencer Crow is a CFP-designated registered investment advisor at Edelman Financial Engines, based in San Antonio, TX, with 15 years of industry experience. Spencer 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

19026 Ridgewood Pkwy, Suite 313, San Antonio, TX, 78259

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History

Regulatory History (1)
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Criminal
August 1995
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Edelman Financial Engines
November 2016 - Present · 9 yrs 11 mos
Previous Registrations
Financial Engines Advisor Center, LLC
July 2013 - November 2016 · 3 yrs 4 mos
The Mutual Fund Store
January 2012 - July 2013 · 1 yr 6 mos
Edward Jones
October 2010 - August 2011 · 10 mos
Edward JonesBroker
August 2010 - August 2011 · 1 yr
State Registrations1 state
TX
Advisor

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Exams
No exam information available for this advisor.
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