Primerica Advisors
43yrs
Top advisor by experience in Ellicott City
29yrs
Robert Wheedleton
Full name on record: Robert Alan Wheedleton
Financial advisor at Edelman Financial Engines
Robert Wheedleton is a fiduciary financial advisor in Ellicott City, Maryland, with 29 years in the industry. Robert joined Edelman Financial Engines in 2018, after nine years at Edelman Financial Services and nine years at Strategic Advisers. Edelman Financial Engines offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and subscription fees.
One of 105 advisors with offices in Ellicott City, and one of 97 fiduciaries.
At a glance
Experience29 years (since 1997)
How that compares ?Top 11% by experience in Ellicott City
Office6031 University Boulevard Suite 150, Ellicott City, MD 21043
How the firm is paid ?Percent of assets, Hourly, Subscription, Flat fee, Other
Typical client at the firm ?$375,508
Advisors at the firm727
States licensed ?2 states
Services through Edelman Financial Engines
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2018 – nowEdelman Financial EnginesCurrent firm
- 2010 – 2018Edelman Financial Services, LLCPreviously
- 2000 – 2010Strategic Advisers LLCPreviously
Questions to ask Robert
Tailored to Robert’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Robert
How do I contact Robert?
Call Edelman Financial Engines at 833-752-6333 and ask for Robert Wheedleton. Robert works from the Ellicott City, MD office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1997, about 29 years. Top 11% by experience in Ellicott City.
What licenses does Robert hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Edelman Financial Engines reports being paid by a percentage of the assets they manage, hourly fees, subscription fees, flat or fixed fees, other fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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