VANGUARD PERSONAL ADVISOR®

How does it work?

Vanguard Personal Advisor is our premium service available to investors with at least $250,000 in their retirement account.¹ This service combines our sophisticated technology with professional financial advisors. Here’s how it works:

Tell us about yourself

Start by completing an online investor profile so we can get to know you and help you identify your financial goals.

Partner with an advisor

They’ll work closely with you to create a custom financial plan that can help you meet all your financial needs.

Let us take it from there

We’ll put your plan into action. We’ll use our cutting-edge technology to manage your money, review your investments each business day, and rebalance as needed.

Get unlimited support—whenever you need it

You can always check how you’re doing online. And if you ever have questions or want to make a change to your plan, our advisors are just a phone call, email, or video chat away.

Partner with an advisor today

Join the growing number of investors who are already using Personal Advisor. Start living your best financial life today.

Let's get started

Whenever you invest, there's a chance you could lose the money.

¹To be eligible for Personal Advisor, you must have one of the following:

$250,000 or more in your employer-sponsored retirement plan at Vanguard.
$50,000 or more in IRAs and taxable accounts—owned individually or as joint tenants with rights of survivorship—at Vanguard.
$250,000 total among your employer-sponsored retirement plan, IRAs, and taxable accounts—owned individually or as joint tenants with rights of survivorship—at Vanguard.

Vanguard Personal Advisor's services are provided solely by Vanguard Advisers, Inc. (VAI), a registered investment advisor. Please review the Vanguard Personal Advisor brochure for important details about this service. Vanguard Personal Advisor's financial planning tools provide projections and goal forecasts, which are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results.