Vanguard Personal Advisor® gives you ongoing access to advisors who will always act in your best interests, a custom financial plan built to help withstand market volatility and economic shifts, strategies to maximize your income in retirement, and real-time tracking towards your goals. All at a low cost.
With money, comes questions. From how to maximize your retirement income to knowing the appropriate investment strategy based on your goals - it can be a lot to think about. We're by your side to help you feel confident about your future. Our advisors value true partnerships. They'll work closely with you to create a personalized plan to help you reach your goals and are available to connect whenever you have questions.
*Non-client promotion. WiserAdvisor receives compensation for anyone matched with Vanguard via its financial advisor matching service.
General Information |
| Firm Start Year: | 1995 | |
| Advisory Services Provided: | Education Funding and Planning, Retirement Planning |
Services |
| Investment Types: | Mutual Funds, Exchange Traded Funds (ETFs) |
| Can meet clients in the following ways: | Phone, Video Conference, Email |
Firm Information |
| Firm's Number of Clients: | >100000 |
Compensation and Fees |
| Fee Structure: | Fee-Based |
Financial Services |
| Retirement Planning
You want to make the best decisions when it comes to retirement. On the other hand, you don't want to waste hard-earned money padding someone else's pocket. Our advice service brings you both powerful technology and human interaction whenever you need it. At costs among the lowest in the industry. Win-win. |
| Education Funding and Planning
This fall, millions of American students will enter college for the first time. For many of them, their college journey began when loved ones started planning and saving to make the college dream a reality. Like you, these families had lots of questions along the way. And that's why we're here to help you get started with your college planning. |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. Advice services are provided by Vanguard Advisers, Inc., a registered investment advisor, or by Vanguard National Trust Company, a federally chartered, limited-purpose trust company. The services provided to clients who elect to receive ongoing advice will vary based upon the amount of assets in a portfolio. Please review the Form CRS and Vanguard Personal Advisor Services Brochure for important details about the service, including its asset-based service levels and fee breakpoints. VAI is a subsidiary of VGI and an affiliate of VMC. Neither VAI nor its affiliates guarantee profits or protection from losses. |
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Additional Detailed Disclosures |
Registered Investment Advisor:
Yes
Acknowledged fiduciary:
Yes
| Mon. | 8:00 AM - 8:00 PM |
| Tue. | 8:00 AM - 8:00 PM |
| Wed. | 8:00 AM - 8:00 PM |
| Thu. | 8:00 AM - 8:00 PM |
| Fri. | 8:00 AM - 8:00 PM |
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