Vanguard Personal Advisor
Parent Rankings Score
9.4/ 10 · Editorially reviewed
CFP access at a fee that doesn't eat your returns
0.30% annual advisory fee
Why We Like It
Vanguard Personal Advisor combines the credibility of Certified Financial Planners with Vanguard's legendary low-cost approach. The 0.30% fee is exceptional value for human advisor access, and their index-first investment philosophy has decades of outperformance data behind it.
Editor's Verdict
Best Overall in financial advisors.
9.4/10
Pros & Cons
Pros
- Certified Financial Planners available for all accounts over $50K
- 0.30% fee is among the lowest for human-advised services
- Vanguard's legendary low-cost index investing philosophy
Cons
- $50,000 minimum investment to access human CFPs
- Less personalized than a dedicated family financial planner
Score Breakdown
Safety
9.6
Value
9.5
Ease
8.9
Quality
9.4
Overall Score
9.4
Services were evaluated on fee structure and transparency, investment strategy quality, access to human advisors, family-specific planning tools, and minimum investment requirements.
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