Compare advice services

Our goal is helping you reach yours

We believe that advice and advocacy can help you achieve better outcomes, whether you partner with our financial advisors or use our robo-advisor.

Personalized advice for our investor-owners

As an investor, you're the architect of your world. But at Vanguard, you're more than just an investor—you're an owner. And ownership means we're building that world alongside you. When you need personalized advice to track your progress and make sure you're doing all you can to succeed in your goals—we've got you covered.

Vanguard Digital Advisor®

For those who prefer the convenience of a robo-advisor, Vanguard Digital Advisor will build a customized portfolio and continue to optimize your investments over time. You get the benefit of Vanguard’s time-tested philosophy delivered on a modern, all-digital platform that can evolve with your needs.

Digital Advisor offers:
  • 100% online money management that’s simple, yet sophisticated.
  • Recommendations based on your profile and retirement and other financial goals.
  • Guidance that adapts to your evolving needs—and adjusts as you add new goals.
  • Easy and accessible platform so you can check in anytime.
Vanguard Personal Advisor Services®

If you'd like to connect with an advisor for guidance on your investments and overall financial picture, consider Vanguard Personal Advisor Services. You get an ongoing partnership to help you navigate complexity, assess your risk tolerance, make smart financial decisions, prepare for retirement, and more.

Vanguard Personal Advisor offers:
  • A personalized plan and ongoing access to our advisors
  • Goals-based planning, based on our decades of research and time-tested strategies.
  • Support for complex financial needs: from education savings to living in retirement and more.
  • Advisors you can rely on to put your interests first.

YOUR ADVOCATE FOR LIFE

Whichever service you choose, we'll help you build a personalized plan, provide support, and guide you toward your goals.

Choose what works best for you

Cost      Vanguard Digital Advisor      Personal Advisor Services
Minimum to
qualify
$3,0001 $50,000
Cost (per $1,000) No more than $2.002 $3.003
Investing approach
Portfolio of core ETFs checkmark checkmark
Customized portfolio, including active investing options checkmark
Tax-efficient investing checkmark checkmark
Desired experience
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Online experience checkmark checkmark
Access to an advisor checkmark
Support for complex financial planning checkmark
Cost

$3,0001

$50,000

No more than $2.002

$3.003

Investing approach

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Desired experience

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Connect with us

Sign up to hear more about either of our advice offerings

We may also send you other Vanguard information you might be interested in. You can opt out at any time.

Connect with us

Sign up to hear more about either of our advice offerings

We may also send you other Vanguard information you might be interested in. You can opt out at any time.

Want to plan on your own?

We have what you need to help you be a successful DIY investor.