How do I get started?
Getting started is easy as 1, 2, 3
You can sign up for Vanguard Personal Advisor once you’ve saved at least $250,000 in your retirement plan.1 Here’s what you’ll need to do to get started:
What info will I need to provide?
When you sign up, we’ll walk you through some questions to learn more about you. Be ready to tell us about the goals that are important to you and the assets you hold outside of Vanguard.
It could take 25 to 45 minutes to enter all your info. If you can’t finish all at once, you can save your progress and come back later. And when you’re done, you’ll be ready to partner with an advisor.
We'll ask about your:
Download our how-to guide
Partner with an advisor today
The legal details
1To be eligible for Personal Advisor, you must have one of the following:
- $250,000 or more in manageable retirement plan assets.
- $50,000 or more in manageable assets in a personal account with Vanguard.
- At least $250,000 in manageable assets total among your retirement plan and personal accounts 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.
The legal details
1To be eligible for Personal Advisor, you must have one of the following:
- $250,000 or more in manageable retirement plan assets.
- $50,000 or more in manageable assets in a personal account with Vanguard.
- At least $250,000 in manageable assets total among your retirement plan and personal accounts 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.