What do you get?
Vanguard Personal Advisor treats you like a VIP. You’ll get the power of digital advice with the support of our professional financial advisors, who are focused on helping you reach your goals. And you can sign up once you have at least $250,000 in your retirement plan.1
Whatever you have planned for your money, our advisors are ready to help. And they’ll be with you every step of the way.
With Personal Advisor, you’ll get:
- Expert financial advice.
- Unlimited access to financial advisors.
- Ongoing money management.
- A custom financial plan for all your goals.
- An online platform to easily track your progress.
Expert advice with all the benefits
Partner with an advisor for money management and advice for all your financial goals. And be more confident in your financial future.
Combine digital advice with a human touch
Convenient online money management. Expert advice. Access to an advisor who can answer your questions. You get it all with Personal Advisor. And everything we do is based on our decades of experience and time-tested investment strategies.
Get help with retirement … and so much more
Retirement is just one part of your financial life. So our advisors look at your complete picture and help you tackle all the difficult topics. Paying down debt? Saving for college? Covering health care costs? We can help.
Be confident in your financial plan
We’ll work closely with you to create a custom plan. And we’ll uncover strategies you may never have thought of. We’ll even stress test your plan against thousands of possible scenarios to make sure it can handle the market’s ups and downs.
Take advantage of low costs and tax savings
Our fees are among the lowest in the industry. And by combining low-cost funds and tax-smart strategies, our advisors can help you keep more of your money.
Partner with an advisor today
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.