About

In a nutshell

We do a lot of stuff, but the short version is we’re an independent investment adviser hired by some of the biggest companies in the US to provide personalized advice for retirement.

We are a fiduciary. This is our pledge to you.

Financial Engines is a fiduciary. Here’s what it means for you:

Susan

We have a legal duty to put your best interest first.

Susan
Investment Advisor Representative
Anthony

We don’t profit from the products we recommend. Period.

Anthony
Investment Advisor Representative
Barbara

We act in good faith, loyalty, and care.

Barbara
Investment Advisor Representative
David

We’ll tell you about any potential conflicts of interests (and we’d prefer to avoid them altogether).

David
Investment Advisor Representative

How do we make money?

We receive a fee based on a percentage of your account (the fee varies depending on your employer and your account balance).

We never make commissions. In contrast, other financial advisors may receive commissions from specific products they’re selling.

Even if you don’t choose Financial Engines to manage your accounts, please ask your advisor if they are a fiduciary and how they make their money. The answer could surprise you.