William Ito Fleming
Financial advisor at Edelman Financial Engines · Aurora, CO
Last updated 2026-10-10
Claim your profileWilliam Ito Fleming is a financial advisor at Edelman Financial Engines in Aurora, CO, CRD 7561393. Licenses and exams on the registration: Series 65. First registered 2022-06-27.
Registration
- CRD number
- 7561393
- Registration status
- Active
- First registered
- 2022-06-27
- Years of experience
- 16
- States registered
- CO, TX
Licenses and exams
- Series 65
Work history
- 2022-05 to 2025-06 · Financial Engines Advisors LLC · Santa Clara, CA
- 2021-12 to 2022-05 · Unemployed · Aurora, CO
- 2021-09 to 2021-12 · Anthem · Cincinnati, OH
- 2020-11 to 2021-09 · Unemployed · Aurora, CO
- 2020-06 to 2020-11 · Customer Solutions Group · Denver, CO
- 2018-12 to 2020-07 · True Security · Aurora, CO
- 2018-01 to 2019-04 · Golden Gate University · San Francisco, CA
- 2017-07 to 2018-09 · Wealth Strong · Littleton, CO
- 2010-06 to 2017-07 · Self Employed · Aurora, CO
- 2025-06 to Present · Edelman Financial Engines · Santa Clara, CA
Current employment
- Edelman Financial Engines · Santa Clara, CA
Edelman Financial Engines
- Regulatory AUM
- $326,285,243,393
- Registered advisors
- 722
- Offices
- 459
- Clients per advisor
- 1723.6 (Very high)
- Average AUM per client
- $262.2K (Low)
- High-net-worth client ratio
- 3.7% (Low)
Edelman Financial Engines: advisors, services and reported ETF investments
Reported ETF positions
Edelman Financial Engines reports 325 ETF positions worth $55.7B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| SPYV — State Street SPDR Portfolio S&P 500 Value ETF | $5B |
| SPMB — State Street SPDR Portfolio Mortgage Backed Bond ETF | $4.4B |
| SCHF — Schwab International Equity ETF | $4.1B |
| IGIB — iShares 5-10 Year Investment Grade Corporate Bond ETF | $3.7B |
| VUG — Vanguard Morningstar Growth ETF | $3.3B |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Edelman Financial Engines's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $149.2M | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | IVV — iShares Core S&P 500 ETF | $149.2M | Top 99.6% | Addressable AUM $10.8T · Peer conviction 74.5% |
| Residual Alpha | VCRB — Vanguard Core Bond ETF | $83.5M | Top 99.9% | Residual alpha +0.66% · Residual Sharpe 0.14 |
| Diversification Benefits | JPST — JPMorgan Ultra-Short Income ETF | $3.3M | Top 97.5% | Replicability (R²) 70.1% · Residual Sharpe 0.66 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Edelman Financial Engines on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Publication of Periodicals or Newsletters
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Subscription Fees (Newsletter or Periodical)
- Fixed Fees (Other Than Subscription)
- Other
Business and affiliations
- Engaged in Other Business
- Sells Non-Advisory Products or Services
- Accountant or Accounting Firm
- Insurance Company or Agency
Location
Aurora, CO
1 advisor at this office.
Contact
The firm's filed contact details.
Official record
Are you William Ito Fleming?
Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.