0.30% annual advisory fee· #1
Get Free Consultation →Vanguard
Vanguard Personal Advisor
CFP access at a fee that doesn't eat your returns
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.
✓ 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
Scores
Overall
9.4
Safety
9.6
Value
9.5
Ease
8.9
Quality
9.4
Specifications
minimum Investment$50,000
annual Fee0.30%
human Advisor Accesstrue
cfp Certifiedtrue
family Planningtrue