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Advisors / Colorado / Denver
4yrs

Alfred Einstein

Financial advisor at Edelman Financial Engines

Alfred Einstein has worked in the financial industry for 4 years and is a fiduciary financial advisor based in Denver, Colorado. After two years at Empower Advisory Group and a year at Personal Capital Advisors, Alfred joined Edelman Financial Engines in 2025, a firm offering financial planning, investment management, and retirement plan consulting. Edelman Financial Engines reports being paid through a percentage of assets, hourly fees, and subscription fees.

One of 2610 advisors with offices in Denver, and one of 2345 fiduciaries.

Denver, COFiduciary advisor

At a glance

Experience4 years (since 2022)
How that compares ?4 years in the industry
OfficeDenver, CO
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.

Series 65Uniform Investment Adviser Law Examination

Career

  1. Apr 2025 – now
  2. Apr 2023 – Mar 2025
  3. Aug 2022 – Apr 2023
    Personal Capital Advisors CorporationPreviously

Questions to ask Alfred

Tailored to Alfred’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Alfred

How do I contact Alfred?

Call Edelman Financial Engines at (833) 752-6333 and ask for Alfred Einstein. Alfred works from the Denver, CO office.

How long has Alfred been a financial advisor?

Alfred has been in the industry since 2022, about 4 years. 4 years in the industry.

What licenses does Alfred hold?

Series 65. Tap any license on this page to see what it allows.

Is Alfred a fiduciary?

Alfred is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Alfred 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 Alfred 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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