Aaron Joseph Haley

CFP

Edelman Financial Engines

26 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth

Edelman Financial Engines

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

640 advisors

Number of Clients

1,281,720 clients

Average Client Portfolio

$229K average

Assets Under Management

$292.9B

Fee Structure

Minimum Investment:$5K

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $400K	1.75%
$400K - $750K	1.25%
$750K - $1.0M	1.00%
$1.0M - $3.0M	0.75%
$3.0M - $10.0M	0.60%
$10.0M - $25.0M	0.50%
$25M+	0.50%

Fees negotiable for amounts over $25,000,000.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

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Location

Parker, CO

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

October 2002

Denied

View Full SEC Report How to Read Disclosures

Other Business Activities

Aaron is a non-public arbitrator for FINRA since 2019, reviewing testimony and evidence to resolve disputes. This requires minimal time each month and occurs during securities trading hours.