Kevin
Hamel

Edelman Financial Engines

CRD#6233929
Investment Advisor
in Fairfax, VA

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About this Advisor

Kevin Hamel is a financial advisor based in Fairfax, Virginia, working with Edelman Financial Engines. Kevin has previously held positions at T Randolph Shingler, Northwestern Mutual Investment Services, LLC, Sanders Morris Harris Inc, Edelman Financial Services, LLC, Ef Legacy Securities, LLC, and Financial Engines Advisors L.L.C. Kevin has passed the Series 66 regulatory exam and is registered to provide services in Texas and Virginia. Currently, Kevin is part of Edelman Financial Engines, which operates out of Fairfax, Virginia. The firm has 149 offices and 1,578 employees. The firm manages assets totaling $270.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Edelman Financial Engines includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees, Fixed Fees, Others

Office Location

4000 Legato Road 8Th Floor
Fairfax, VA 22033

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Edelman Financial Engines Brokerage Details

Total Assets Under Management

$270,770,414,647

VA Average: $7,578,581,321
Total Number of Employees

1,578

VA Average: 43
Total Number of Accounts

1,561,555

VA Average: 3,727
Average Account Size

$173,398

VA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Kevin Hamel Work History

2021 - Present (3 years)

Financial Engines Advisors L.L.C

2018 - 2021 (3 years)

Financial Engines Advisors L.L.C

2017 - 2018 (1 year)

Edelman Financial Services, LLC

2016 - 2018 (2 years)

Ef Legacy Securities, LLC

2016 - 2017 (1 year)

Edelman Financial Services, LLC

2015 - 2016 (1 year)

Sanders Morris Harris Inc

2015 - 2016 (1 year)

Edelman Financial Services, LLC

2013 - 2015 (2 years)

T Randolph Shingler

2013 - 2015 (2 years)

Northwestern Mutual Investment Services, LLC

Disclosures

Please visit the SEC profile of Kevin Hamel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Edelman Financial Engines

Enid Santiago
Cincinnati, OH
Min Kim
Fairfax, VA
Nicholas Lee
Los Angeles, CA
Christopher Caposey
Phoenix, AZ
Cameron Fyhrie
Spokane Valley, WA
Melanie Guhit
Walnut Creek, CA
Brett Coons
Fort Worth, TX
Kenneth Parow
Clifton Park, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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