Advisor at Edelman Financial Engines
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Firm
Edelman Financial Engines
Location
Oklahoma City, OK 73134
Credentials
CFP®, Series 63
Industry experience
9 years
Kevin Brown is a CFP®-certified financial advisor with nine years of industry experience, currently with Edelman Financial Engines. His previous roles include positions at Align Wealth Management, Avantis Investors, and American Century Investment Services. He is also a minority investor in AllTrans Terminal Investors, an entity associated with a transportation services company. Edelman Financial Engines provides technology-driven investment advisory services focusing on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and offers a range of advisor-led and online investment solutions.
Based on Edelman Financial Engines
Based on Edelman Financial Engines
Up to $10,000 one-time fee for financial plans (waivable). Some clients may have negotiated flat fees not exceeding 1.75% AUM.
$0 - $400,000: 1.75% $400,001 - $750,000: 1.25% $750,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $10,000,000: 0.60% $10,000,001 - $25,000,000: 0.50% $25,000,000 - Negotiable: Negotiable
Up to $10,000 one-time fee for financial plan development (can be waived). Online Advice up to $300/year.
Online Advice fees up to $300 per year, payable in advance by credit card.
Account minimum: $5,000 for Wrap Fee Program legacy EFS clients (may be reduced or waived at discretion), $500,000 for institutional clients (may be waived or reduced at discretion), $10,000 for Workplace IRA (may be waived), $5.00 for defined contribution plan participants prior to transactions. Minimum fee: $225 minimum quarterly fee may apply for Personal Advisor clients. Fee-only: Fees based on assets under management as per tiered schedule; no commissions.
13921 Quail Pointe Drive
Oklahoma City, OK 73134
Oklahoma · Texas
Financial Engines Advisors L.L.C.
2023 - Present (3 years)
Align Wealth Management, LLC
2021 - Present (5 years)
Avantis Investors
2020 - 2021 (1 year)
American Century Investment Services Inc.
2017 - 2020 (3 years)
Oklahoma State University
2016 - 2016 (1 year)
Edward Jones
2016 - 2016 (1 year)
Oklahoma State University
2015 - 2016 (1 year)
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Is active or affiliated with:
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Accountant / CPA / tax prep
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Bank
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Real estate agent
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Other specialized services
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