Albert R. Heath IV
Investment Adviser Representative at Edelman Financial Engines
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Albert R. Heath is an investment adviser representative with Edelman Financial Engines in Federal Way, WA, where they have been registered since 2023. They have worked in the securities industry since 2023 and were previously registered with Financial Engines Advisors L.L.C. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Texas, Utah, and Washington.
Office
Advisors at this office: 8
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas, Utah, Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Financial Engines Advisors L.L.C.Jul 2017 – Feb 2023Santa Clara, CA
- Wittwer IncJul 2014 – Jul 2017St. George, UT
- Financial Engines Advisors L.L.C.Apr 2023 – Jul 2024Santa Clara, CA
- Edelman Financial EnginesJul 2024 – Oct 2025Santa Clara, CA
- Edelman Financial EnginesOct 2025 – no end date reportedSanta Clara, CA
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Edelman Financial Engines
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Subscription fee
- Other
- Firm account minimum
- $5,000 (waivable)
- Estimated blended rate
- 0.0175
- First $400,0001.75%
- Next $350,0001.25%
- Next $250,0001.00%
- Next $2,000,0000.75%
+3 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 715
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Santa Clara, CA
- SEC file number:
- 801-55196
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 24, 2026
View full firm profileOther advisors at Edelman Financial Engines
Showing 12 of 715 in the directory
Similar advisors in Federal Way, WA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Albert R. Heath IV has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched