VANGUARD SITUATIONAL ADVISOR™

What does it cost?

Onetime consultation, onetime cost

The maximum fee is $250, which covers your financial evaluation and consultation with an advisor. But your employer may pay some or all of that for you.

Keep in mind that you typically need to have at least a $500 balance in your retirement plan account to be eligible for Situational Advisor.¹

No out-of-pocket costs

If you’re charged a fee, it will be deducted from your retirement plan account after your consultation. You won’t pay anything out of pocket.

No commissions

Our advisors don’t receive commissions or incentives for the advice they provide. So they always put your interests first.

No worries

If you need a little more help after your consultation, your advisor may provide a comprehensive financial plan at no added cost to you.

Got questions about your money?

Just tell us a little about your goals and what you want to talk about. Then, make an appointment to speak with an advisor.

Let's get started

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

¹The $500 minimum balance requirement will be waived if your employer pays the full cost of your Vanguard Situational Advisor consultation.